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Recent Activity

Alexander Klomp
Click to view content[Reading Time: 5 Minutes]   Off the back of the Practice Solutions Team's October webinar, we wanted to share with you some of the tips that were discussed during the session. We have noticed over the last few months there are a few key areas of XPLAN that many businesses have access to through common licenses, but weren't utilising fully.  … (Show more)
in Practice Solutions
Peter Lee
A user has created an insurance policy but set up ownership to a hidden entity. When trying to view the policy a permission denied error occurs. How can the policy be viewed and/or deleted if Xplan denies access?
in Practice Solutions
Alvin Kim
Click to view contentIRESS Service Central (ISC)  Recently, we have introduced our new support management system - IRESS Service Central (ISC) which has enabled us to best service our clients' support needs. The underlying system will provide you a simplified, effective, and efficient method of raising support requests to our teams for investigation and resolution.… (Show more)
in Practice Solutions
Rabia Ceylan
As a valued user of the Planner Central XPLAN site, we are excited to announce that we are currently reviewing the site for the second phase of the uplift.   We have been collating feedback since the rollout of the phase 1 uplift in April 2018.    We will be closing feedback and requests for changes to be included in the second phase of the… (Show more)
in Practice Solutions
Alexander Klomp
In preparation for the Practice Solutions October webinar, we wanted to open up this question on Insights for you. Please post your questions, thoughts below and we'll make sure to cover them off during our October webinar. If you have yet to register for this month's webinar, please do so by following the links below (will be posted shortly):  … (Show more)
in Practice Solutions
Peter Lee
I'm looking for information about creating an xmerge template that produces a client list or thread list as opposed to details about a single client. I've coded templates for a client so have some coding experience but cant find a way to code client lists. Can someone point me in the right direction? thanks.
in Practice Solutions
Chris Ball
I've been doing some development of Diary Events and intergrations with other services like SMS (text) etc.   I'm trying to find a way to better design the iCal that gets sent to both the client(s) and other attendees, plus what is sync'd into the Adviser's Outlook Calendar.   Has anyone come across the area that the iCal can be edited /… (Show more)
in Practice Solutions
Alexander Klomp
Click to view contentHere at IRESS we’re always looking to make our clients lives better with efficient and powerful tools. With this principle in mind we’ve been working on bringing in the capability for straight-through-execution through to your broker or platform via XPLAN’s new Portfolio screens.       We’d like to invite all of our clients who are interested in… (Show more)
in Practice Solutions
Alvin Kim
Click to view contentFollowing the introduction of the Future of Financial Advice (FoFA) reforms, many practices have told us of their struggles in producing annual Fee Disclosure Statements (FDS) and bi-annual opt-in documents for their clients.   For most practices to produce a FDS for a client, an administrator’s task involves calculating fees for the relevant… (Show more)
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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)
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