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Recent Activity

Krupa Bhana
Did you know there is a nifty piece of code available to automate the Opt In process? In a nutshell - the code, when used correctly, will include two links in an email when sent to clients: CLICK TO OPT IN or CLICK TO OPT OUT. This will update the client’s Opt-In field accordingly within XPLAN. I can already sense your excitement from reading… (Show more)
in Practice Solutions
Anika Goonewardena
Thank you for those that were able to make it to the webinar we ran on the XPLAN Financial Knowledge Centre.   For those who were unable to join us, we discussed how, in current times, it has never been more important to demonstrate value to clients whilst doing so efficiently and effectively. One area that seems to be a challenge for practices… (Show more)
in Practice Solutions
Alvin Kim
Preparing letters and emails for clients or third-party institutions may seem like a quick and simple task for an administrator or an adviser to action. Many financial planning practices utilise word templates saved in shared folders to simplify this task, however this process still requires the document to be edited to reflect the client’s and/or… (Show more)
in Practice Solutions
Rabia Ceylan
We get it. With an increasing number of online accounts, the number of passwords you need to remember just keeps increasing!   Inevitably a password will be forgotten, but keeping them all in a spreadsheet increases your security risk and potentially exposes you.   Luckily we have a forgotten password feature in XPLAN!   Please click here to… (Show more)
in Practice Solutions
Alvin Kim
We've recently announced the release of XPLAN 18, the introduction of our new service and support system - IRESS Service Central and our user centred design approach - IRESS Labs .   XPLAN 18   So, what’s new? Well, we’ve taken your feedback on board and responded with a new release process.   To summarise: Our new XPLAN 18 release process… (Show more)
in Practice Solutions
Anika Goonewardena
We are looking for some experienced XPLAN advisers to participate in a user testing interview to explore a proposed integration between the two systems that will see advisers being able to push their portfolio recommendations through to your preferred platforms for implementation.    We are in active conversation with BT Panorama and NABTrade but… (Show more)
in Practice Solutions
Rowan Lockwood
Is there anyway we can download all our client notes and attachments to an external hard drive. We have advisers who if they retire would like to retain a copy of their client notes as they are still liable for many years after and in retirement wouldn't want to retain their Xplan license. Given we are also looking to go paperless we will only do… (Show more)
in Practice Solutions
Alexander Klomp
Off the back of the June webinar for PST, we've opened up discussion on the Insights Community to continue the conversation around Safe Harbour Legislation. Safe Harbour provisions are provided by ASIC as part of the Regulation Impact guidance to help advisers meet their Best Interest Duty. XPLAN can help you to make the best decisions possible to… (Show more)
in Practice Solutions
Anika Goonewardena
With the vast amount of data flowing daily through IPS, every now and again you may have encountered an issue with your datafeeds.  Once a datafeed issue is present there are a few steps that can be taken to identify and hopefully rectify the issue. The System Datafeed Troubleshooting Guide provides you with a comprehensive run down of how this… (Show more)
in Practice Solutions
Anika Goonewardena
SuiteBox is a video meeting software with document and screen sharing functionality and the ability to electronically sign documents. By integrating SuiteBox with XPLAN allows you to maximise efficiency for your clients and your business along every step of their advice journey. SuiteBox provides an alternative to face-to-face meetings and… (Show more)
in Practice Solutions
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