Australia

When we talk to advisers, they often tell us that advice generation is the number-one bottleneck in their process. It’s what slows them down, keeps them preoccupied and stops them from actually spending time in front of clients. And from the client’s perspective, these feature delays are what stand between them and…

In this video, I share my tips on how you can create further efficiencies within Xplan.

In addition to having the client’s details all up to date in Xplan, there are lots of other settings and information that can help to build efficiency into the process. Following are some tips for ensuring your Xplan is set up to suit your practice’s preferences. Note: All Statement of Advice templates may be coded…

Shortcuts are handy, but not everyone knows about them. Here are some useful shortcuts you can use every day—they’ll save you time and provide faster navigation without having to use your mouse and keyboard at the same time. Here are five of our favourites: 1. Open the search panel: use the forward-slash “/” This allows…

We have seen a significant increase in the last few months of businesses changing Licensees, or taking up their own AFSL. Particularly as some dealer groups close up or consolidate there has been a lot of change for individual practices. We wanted to provide a bit of a guide for anyone who is in the process of changing…

We're thrilled to announce enhancements to the way you access the Iress Community and Iress Learning Centre – a new streamlined login process! The new login process comes with improved security features to keep your personal information even more secure and makes resetting your password easier. You will also have the…