sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
5 months ago

9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!

With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
advice production
xplan
shaynesse.wise's avatar
shaynesse.wise
Network Navigator
5 months ago

Could you recommend any existing platforms that integrate with Xplan and support the creation and distribution of newsletters containing compliant financial content for clients?

We are looking to streamline the process of sending and creating newsletters for clients.

  • sarah.jacobs's avatar
    sarah.jacobs
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    Hi shaynesse.wise - thank you for the question! 

    While there are currently no integrations available via Iress Open that directly support this use case, our Integrations team is continually engaging with partners—so we recommend keeping an eye on the Iress Open integration space in the Community for any new developments.

    In the meantime, you might like to explore the Iress Financial Knowledge Centre, which offers branded monthly newsletters designed to help clients live with money confidence. It’s a great option for providing compliant, client-friendly content with minimal effort.

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