Australia

You've wrangled those dirty data monsters and scrubbed your datasets sparkling clean. Now, let's talk about keeping them that way! Because who wants to constantly be on a data cleanup crew, right? It's time to put on our data hygiene hats and delve into some strategies for maintaining that pristine data perfection.…

Your data journey has come a long way – from the murky depths of spreadsheets riddled with outdated entries and duplicates to the crystal-clear efficiency of a centralised, well-maintained CRM. It has been a path of highs and lows, involving cleansing and correcting, updating and streamlining. Most importantly, though, it…

Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for data validation, they act like a strict quality controller for your text fields! You can use Regex to enforce specific formats,…

If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have questions on: What is the most efficient way to stay on top of datafeeds? How to set up alerts before issues snowball? Plans for how…

We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new…

Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format. First, figure out which…

Whether they’re Cases or standalone Threads, using Workflows can be a powerful tool in Xplan to help increase efficiency and productivity in your day-to-day business activities. But what if we could make it even more powerful by using Workflows in conjunction with other functionalities of Xplan? Onto the stage steps…

Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular…

I am wondering if your garden looks like mine in this cold Melbourne July. Three months ago, it was spic and span; weeded and beautiful. It was a little early to plant the bulbs I’d dutifully purchased. And then the first few weeds showed up, and I thought, “I’ll get to you a little later.” Then I went away for a few…

Did you know we recently made some updates to how you administer Managed Field Content? Yep, you’ve been asking for a while and we have delivered - with the right capabilities, you can now delete managed field content created by another user. And you can edit the name of saved content without it creating a new item! You’ll…

We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model. Whether you're just starting out, like Kylie, or…

Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to end up in the document”, while they’re ticking boxes and adding content within an Xplan wizard. I’m a big believer that all…

In the second part of this series, we looked at dirty data and what you can do to mitigate it. But what if you’re not starting from the ground up? What if your practice has been running for some years with no real data governance, and now it feels like your data is too far gone – too dirty – to do anything about…

Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame – this feeling that you’ve been procrastinating, and that thing which you’ve been knowingly neglecting is festering into a bigger problem by the minute? If so, you probably haven’t been paying much attention to your data, how it’s…

Did you know you can get instant help in Xplan? Just highlight any text on screen, hold down the 'H' key, and be taken straight to the relevant help menu in Iress Community! Imagine you're navigating Xplan and come across a section you need more information on. Instead of breaking your workflow to manually search for…