Advice Compliance
What is the Advice Compliance "hub"?
Why would I use it and when?
Hi ian.rogers ,
Thanks for your question!
Advice Compliance is no longer an Iress Product. We are replacing it with a self-service data analytics and business intelligence (BI) platform designed to integrate directly within the Xplan user interface to give you better insights about your business.
The primary goal of this product is to provide Xplan users with self-service data and business intelligence. This will enable users to access key datasets within an analytics platform inside Xplan for streamlined analysis and insights into their business.
The aim is to reduce the reliance on manual data extraction and external tools by integrating key data into Xplan for analysis and reporting, as well as creating an efficient underlying technology stack to enable quicker time to insights.
It’s still in discovery – but if you’re interested in testing this new product, please get in touch with us!
5 Replies
- dexter.manuel
Iress Team
Hi ian.rogers ,
Thanks for your question!
Advice Compliance is no longer an Iress Product. We are replacing it with a self-service data analytics and business intelligence (BI) platform designed to integrate directly within the Xplan user interface to give you better insights about your business.
The primary goal of this product is to provide Xplan users with self-service data and business intelligence. This will enable users to access key datasets within an analytics platform inside Xplan for streamlined analysis and insights into their business.
The aim is to reduce the reliance on manual data extraction and external tools by integrating key data into Xplan for analysis and reporting, as well as creating an efficient underlying technology stack to enable quicker time to insights.
It’s still in discovery – but if you’re interested in testing this new product, please get in touch with us!
- rainier.reyes
Advisely Team
Great question ian.rogers ! Can't wait to see what the community thinks.
- ian.rogersValued Supporter
Me too 🙂
- alexander.klomp
Iress Contributor
Hey ian.rogers are you referring to the Iress product Advice Compliance?
- ian.rogersValued Supporter
Yes, Alexander, that's the one.
Recent Discussions
🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...courtney.youngblutt6 days agoIress Contributor34Views2likes0CommentsWant to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...lachlan.fuller13 days agoIress Contributor119Views6likes5Comments🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt19 days agoIress Contributor27Views2likes0Comments