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Retirement modelling tips and tricks
Over the past few weeks, our in-house Xplan experts have shared valuable insights into Xplan’s modelling tools – Xtools, Xtools+ and Visualise – focusing on retirement scenarios. Now it's time to take a look at some tips and tricks to help you make the most of these tools. Don't forget about Xtools Whilst Xtools+ can be a…
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🤓 Xplan Hint: Don’t get caught with your pants down with IressID
Did you know that IressID is coming? You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user. IressID is a centralised identity management system that provides secure, streamlined access across Iress products. What this means for you is that you’ll be…
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🤓 Xplan Hint: Auto reassign tasks
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes on leave. Save time not having to monitor a second person’s task list when they are away. The perfect tool for when your workflows…
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All your Task Hub questions, answered
Iress product manager Matthew Townsend recently jumped onto Advisely to answer all your burning task management questions. Here are four of the most interesting conversations that came out of his AMA: Q: I paid someone a couple of years ago to create our current threads in Xplan. They're great as they automatically open up…
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Are you missing out on one of WealthSolver's best features?
If you're using WealthSolver, you likely know about its capabilities. If you're like the majority of users, you probably use it for all your super and investment comparisons – and present that information to clients in the form of fee comparison tables. What if I told you, though, that there's a key component you're…
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A simpler way to model complex advice
In financial planning, precision and adaptability are essential. Xtools and Xtools+, two powerful features within Xplan, provide financial advisers with tools for creating tailored client plans. While Xtools caters to straightforward financial scenarios, Xtools+ is designed for advanced, complex planning needs. In this…
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The power of precision modelling
In the world of financial planning, efficiency and precision are key to delivering quality advice and maintaining a competitive edge. Xtools, a powerful component within the Xplan platform, empowers financial advisers to achieve these goals. If you're new to Xtools or need a refresher, this post will guide you through its…
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12-month Xplan development plan
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build an Xplan strategy that drives results with this free guide. Click below to download.
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Your 12-month Xplan development plan
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build an Xplan strategy that drives results with this free member-exclusive guide. Become an Advisely member to download now.
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30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all your questions and more answered in my upcoming Ask-Me-Anything session. Join me here on Thursday 30 January 2025 from 2pm to 3pm…
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Your Xplan efficiency questions, answered
I recently jumped onto Advisely to answer all your questions about how Xplan can make your everyday processes more efficient. Here are four of the most interesting conversations that came out of this AMA: Q: What does a best-in-class Xplan setup (with all the 'bells and whistles') look like to make the most of Xplan? One…
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AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency gaps in advice production for advisers and paraplanners. @lana.graham is the Xtools product manager and resident expert at…
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AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!
Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all your burning questions answered. With over 20 years of experience helping financial advice practices deliver better client…
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AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!
Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help or hear your…
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AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Experienced in all things Xplan, I’ve worked with hundreds of practices to improve processes and increase everyday efficiencies. If…
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Client portal hacks
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AMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!
Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of experience helping advisers deliver retirement and investment advice efficiently, I’m here to help with all things WealthSolver.…
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All your SMA questions, answered
Iress product manager Marc Fraser-Jones recently jumped onto Advisely to answer all your burning questions on Separately Managed Accounts (SMAs) capabilities in Xplan. Here are four of the most interesting conversations that came out of his AMA: Q: Is it difficult to set up an SMA in IPS and WealthSolver? Also, what do…
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AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 15 years of experience designing solutions for advice businesses, I’m here to help with all things Xplan. Start popping in your…
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Demonstrate retirement outcomes better with Visualise
Until now, the only strategies you could model in Visualise were a work transition, entry to aged care, property sale and property rental. With the latest updates, you can model an account-based pension and downsizer contributions to super. It means you can road-test more retirement strategies together with clients and…
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Doc Notes uplifted for better navigation and sorting
Iress has heard your feedback about wanting doc notes to be more manageable. So, they're adding new features around note pinning, making bulk note updates, merging multiple notes, note tagging, and linking entities and workflows within notes. Take a look and comment to let us know what you think. For more information about…
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AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice in Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but…
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Workflows that work
Case Threads in Xplan are like briefcases – on one side you have a workflow that tells you "what to do" and, on the other side, you have evidence that tells you "what has been done." They're a great tool to help you build, manage and automate the processes in your advice business and ensure that tasks are managed and…
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AMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their portfolio construction in Xplan, I’m here to help. Start popping in your questions…
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AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to…
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View, model and transact SMAs through Xplan
We heard your feedback about wanting more visibility in the way underlying investments are displayed within an SMA. So, we’ve updated our screens, view options, modelling and recommendations approach to reflect holdings better. Take a look and comment to let us know what you think. Want the full update? You can download…
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All your file note questions, answered
Iress product manager Zita White recently jumped onto Advisely to answer all your burning Xplan Doc Notes questions. She covered everything from how to best maximise the search functions to dictation of file notes in Xplan. Here are five of the most interesting conversations that came out of their AMA: Q: Is there any…
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A faster way to keep track of APRA's red flags
A new update to Xplan’s WealthSolver tool, available from July 1st, attaches coloured flags to any superannuation fund that has failed APRA's annual legislated performance test. The new flag feature saves advisers time spent researching how various super funds have fared in the testing process. Full visibility over…