Welcome to the third edition of our monthly update. In this issue, we will be discussing the following areas:
If any of your colleagues have not received this update, then please share it with them and contact your Account Manager and let them know.
If there are any topics that you would particularly like us to cover then get in touch at email@example.com.
Central Services - change of name
We’re pleased to let you know that we recently changed our name from Central Services to Managed Services which better represents what we do for our customers. The key goals of our team are:
We will achieve these goals by delivering a relevant, packaged, product and service proposition to you that is
Our support details are still the same, but note that our email address has changed.
Support: Call 0345 068 3000 or email firstname.lastname@example.org.
The Team: If you have ideas where we can improve things for you then please contact us directly on email@example.com.
Hints & Tips - Navigation
Our training team in Warwick have put together 2 fantastic documents that will help your navigation around the XPLAN system. Both of the documents are attached to this update and are available for you to see if there are some quicker ways to do some of the normal tasks that you do on a day to day basis.
The searching for clients document has topics that include:
The title bar document has the following topics:
If you find these quick sheets useful and have a particular area that you would like us to focus on then please let us know. We will work with our colleagues in training to see if they can produce some specific ones for us.
Security - hackers offering money for inside information
Hackers are commercializing their efforts by offering rewards for taking part in hacking activities. Hackers have now taken this to a whole other level, by offering money for inside information.
As insider threat is still one of the most dangerous and prolific threats organisations face today, and this is quite a serious one. All it takes is one disgruntled employee to fall for this offer, however it comes with many dangers:
To mentioned just a few...
Never be the sucker that falls for this trap, as it will most likely end up in prison, or an endless loop of doing a hackers bidding because of blackmail, and then still end up in prison. Remember hackers are unscrupulous people who will not hesitate to burn an insider for their own gain! There is no happy ending to these types of stories...
The first attacks will always be against people within your organisation:
Please click here to read the full article.
Jacque Taljaard - IRESS Information Security Manager
Datafeeds represent an efficient way to import portfolio transactions from a third-party. Incoming data is processed and matched against clients, automatically updating their current portfolio holdings.
Work is ongoing to enhance the number of third parties that transactions come from. 3 recent examples are the datafeeds for Margetts, Sanlam UK and Brooks Macdonald. These are now available and ready to use. Please contact your Account Manager if you want to take advantage of this.
Third-parties that we currently receive updates for are:
Contract enquiry Datafeeds
If you would like to have additional datafeeds setup then please contact your Account Manager to discuss the options available to you.
In March, we made a number of improvements to the training area on the main IRESS website. The new features make it easier for you to search, filter and book training:
If you want to learn something new or just need a refresher on a particular topic, why not click on the button below to take you to the training site and see when the courses are next being run.