Recent Discussions
Tracking Client Progress
How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over time. However we're doing this manually and it's time consuming. Is there any automated way to do with? Any reports built into Xplan? Do you have any other good ways to show clients their progress? It would be especially good if there was a way to link it to their goals.AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in particular, datafeeds, I’m here to help. Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified.rob.borthwick2 days agoIress Team
POLL: How can financial advice better support neurodivergent clients?
Hi everyone! I just listened to a really interesting episode of the Upfront podcast where behavioural finance expert Krystle McGilvery talked about how advice can better support neurodivergent clients – those with ADHD, autism, dyslexia and more. Krystle mentioned that around20% of the population is neurodiverse, but a lot of them feel like financial services aren’t meeting their needs. What do you think? As financial advisers, what changes have you made to better support neurodivergent clients? Have you found any specific tools, tips, or ways of communicating that work well? Would love to hear your thoughts and experiences!rainier.reyes10 days agoAdvisely Team
AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan?Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice in Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in thediscussion forums and make sure you tag me at BrentMullerBrentMuller16 days agoPOLL: Advisers, what do you wear to client meetings?
I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion about how the choices you make with attire ultimately influence the level of trust your clients have in your service. The interesting part to me, at least, was not whether you should or shouldn't wear a hoodie to meetings but how consistent wearing said hoodie is with your brand. So I want to know from the advisers here – what do you wear to client meetings and what impression do you think clients have of what you're wearing? Do you have any stories of mistaken first impressions?rainier.reyes17 days ago
AMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their portfolio construction in Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in thediscussion forums and make sure you tag me at marc.fraser-jonesmarc.fraser-jones29 days ago
