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Wednesday, March 04, 2015

XPLAN Named Top Financial Planning Application for Eighth Consecutive Year

IRESS’ advice and wealth management platform XPLAN has been named the leading Australian financial planning application by research house Investment Trends for the eighth consecutive year.

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Friday, November 07, 2014

IRESS Integrates XPLAN with Class Super

SMSF information is now just a click away for advisers and accountants.

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Wednesday, July 16, 2014

XPLAN Continues to Lead Advice Software Landscape

IRESS’ advice and wealth management platform XPLAN continues to lead the advice software market according to the latest report from industry research house Investment Trends. The 2014 Planner Technology Report, now in its eleventh year, provides an analysis of the investment platform and planning software markets within Australia.

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Wednesday, July 10, 2013

Professional Investment Services Implements XPLAN as Whole of Network Advice Platform

Professional Investment Services and IRESS have successfully implemented XPLAN as a white-label Future of Financial Advice (FOFA) compliant solution for the Professional Investment Services network.

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Wednesday, July 03, 2013

IRESS Delivers Australia's Preferred Solution for FOFA Fee Disclosure

Advice businesses representing more than 8,000 advisers have embraced IRESS’ XPLAN-CommPay solution to meet Fee Disclosure Statement (FDS) obligations imposed by the Future of Financial Advice (FoFA) reforms.

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Tuesday, March 26, 2013

IRESS Releases XPLANtouch for Advisers App

IRESS is pleased to announce the launch of the XPLANtouch app for advisers. It follows on from the successful launch of a similar app for clients in late 2012.

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