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By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…

Part one of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 1: Datafeeds - getting started If you work with client portfolios, insurance policies or other information held on an external platform, you already know how quickly manual updates can become a chore. Datafeeds are…

Did you know we have introduced a dedicated Fees for disclosure only section in WealthSolver to support complex fee structures, such as Admin Fees paid by Reserve or Admin Fees paid by Employer? Certain superannuation and pension products use operational fee structures, such as administration costs paid from fund reserves…

Did you know you can easily access a ton of Xplan Training Guides for download via the Iress Learning Centre? ☑️ Keep close by as an easy reference. ☑️ Share with new team members to help get them up to speed. ☑️ Use as a basis to conduct your own internal upskilling sessions. Everything from new user basics to complex…

Overview WealthSolver is introducing fee related enhancements to give advisers greater flexibility when researching, comparing and disclosing fees in proposals. These updates support more accurate fee comparisons, clearer disclosure of fees that do not affect client balances, and improved control over fee information…

Streamlined commission disclosure and consent in Risk Researcher To support Informed Commission Consent (ICC) requirements under the Delivering Better Financial Outcomes (DBFO) 2024 legislation, Risk Researcher is introducing updated fee reporting to handle differing commission payment structures across super and non-super…