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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…

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…

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…

Overview Tracking progress of your tickets using the Iress Connect Portal is easy and will help to ensure that status updates are not missed. Using the platform you will not have to rely on email updates which can get lost in busy inboxes. Pre-requisites Access to Iress Connect…

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…