Iress have been supporting professional financial advice through our precision Xtools modelling since 2001. We're proud of the rich, deep features that we have developed over this time, to help you speed up the provision of excellent advice to your clients.
It is imperative that we stay connected to our users - financial planners, paraplanners, technical consultants and their licensees, who are at the forefront of the changing, ever complex advice landscape solving real problems for their clients. That's why we have set up Xtools Connect.
Xtools Connect is one way you can collaborate with us on current Xtools initiatives and share your insights, so that we can continue to put your voice at the heart of what we do and ensure the Xtools remain relevant and exceptionally useful to you.
What is Xtools Connect?
Xtools Connect is a new tile available from the Iress Connect page. For more information about Iress Connect, see Welcome to Iress Connect, supporting your Xplan journey (APAC)
You can go to Iress Connect from this link: Iress Connect
Xtools Connect allows you to collaborate directly with the Xtools team regarding any changes we are working on, or that you would like to see.
Not Registered for Iress Connect?
You can more information about registering for Iress Connect (and Xtools Connect) here: Registering for Iress Connect. Not all of our users will have access to Iress Connect - access will be managed by your site administrator.
The details
You will find the Xtools Connect tile down the bottom of the Iress Connect page:
Xtools Connect is for collaboration and feedback on new Xtools features only - you can still use the other tiles to lodge a support request or an Xmerge request.
You can use Xtools Connect to share documents with the Xtools team and to keep records of our conversations. It even has the option to share iAssist details, so you can share details of a scenario you are working on.
As mentioned earlier, not all of you will be granted access to Xtools Connect. If you can't access Xtools Connect you can still share any feedback about the Xtools by reaching out to our Help Desk on 1300 1300 69 or speaking with your Relationship Manager.
