Australia

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…

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…

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…

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…

If you have not registered for Iress Connect Registration to Iress Connect and its request types is simple : Click on the URL here https://iress-connect.atlassian.net/servicedesk/customer/user/login?destination=portals Enter your email address and follow the instructions sent to your email address Creating an account for…

The Iress Community is scheduled to undergo necessary database maintenance next week. As this involves the databases, the platform may be down for a maximum duration of 1 hour. Date and time: Australia (AEST): Wednesday 28 August 2024 between 3pm - 4pm Canada: Wednesday 28 August 2024 between 1am - 2am New Zealand:…