kenny.foo
Iress Contributor
4 months ago🤓 Xplan Hint: Don’t get caught with your pants down with IressID
Did you know that IressID is coming?
You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user.
IressID is a centralised iden...
courtney.youngblutt
Iress Contributor
4 months agoI know that the rollout of IressID internally has certainly made it quicker and easier for me to access all the sites I need to. Hoping it also makes a noticeable difference for clients too!
Recent Discussions
Risk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...mymy.nguyen59 hours agoNetwork Navigator11Views1like1CommentThread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...michelle.tarr3 days agoNetwork Navigator22Views2likes2CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin16 days agoValued Supporter43Views5likes1Comment🤓Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...courtney.youngblutt6 days agoIress Contributor46Views1like1Comment
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Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
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