Australia

Keeping track of tasks, client interactions, and paperwork can be a challenge for any advice practice. Luckily, Xplan Workflows offer a structured, automated approach to transform how your team handles these essential activities, helping you stay on top of client commitments and deliver a seamless experience in every…

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…

Iress is rolling out a number of new features, such as easier customisation and data entry to save you time with a more streamlined and efficient Recommendation screen in Xplan Portfolio. Watch the full update below:

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.…

Joining us on the new episode of Upfront is Amanda Stevens - one of Australia’s best female speakers on customer experience. It's a brilliant episode talking about the challenges of committing to customer experience amid efficiency drives and cost-cutting. Contains excellent advice, practical frameworks and inspiration for…

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…