Who proactively asks their software stack providers about security?

The results are in from ASIC's Cyber Pulse Survey, and the report has been released (12th November 2023). So much to unpack! One of the points they make is around supply chain risk. Without looki...

compliance

policy

practice management

technology

siran.taylor

Iress Contributor

2 years ago

Foe those who are not aware, the Iress Community now has a self serve section in the Trust Centre Knowledge Base.

This is a great first port of call for locating any of the standard Due Diligence documentation regarding Xplan and Iress.

Recent Discussions

Xmerge coding query
Might be one for you courtney.youngblutt. Can you adapt this code to display the previous month? <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...
luke.watson3
Advisely Contributor
18 hours ago
xplan
7Views
2likes
0Comments
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...
courtney.youngblutt
Iress Contributor
2 days ago
xplan
10Views
2likes
1Comment
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...
andrew.wilson
Iress Contributor
16 days ago
xplan
84Views
4likes
3Comments
🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...
courtney.youngblutt
Iress Contributor
16 days ago
xplan
45Views
2likes
0Comments

Secure messaging between Xplan users

I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...

dianne.preece.0 Discussions

What are the top 3 things you do in your practice to provide a great client experience?

I loved Kim-Payne 's latest video on Baselines, blind spots and black holes in the client experience. It can get so overwhelming to know where to start sometimes, focusing on those moments that reall...

fosca.pacitto Discussions

Who proactively asks their software stack providers about security?

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

Secure messaging between Xplan users

What are the top 3 things you do in your practice to provide a great client experience?