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Business management

We offer a range of tools to help you run your business in a structured and efficient way.

Process-driven software incorporates the core functions of workflow, business interrogation and smart data collection. Keep track of all aspects of your business, including staff, processes, revenue, and costs.

Underpinning it all is XPLAN's innate support for smart data input and maximum data re-use, offering you best practice management capabilities.

Business processes

Manage day-to-day business activities using tasks and workflow management.

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Revenue management

Flexible rules-based solutions that efficiently manage commission and remuneration information.

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Business partners

Allow third parties to access data relevant to them from your XPLAN database.

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Marketing

Create professional marketing campaigns and co-ordinate events for your clients and internal user group.

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Document storage

The most secure and organized place to store, access and manage your business documents.

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Compliance and alerts

Advisers and dealer groups rely on XPLAN's built in alerts and compliance components to stay current with client processes and monitor business behaviour.

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Integrated solutions

As a gateway for automated data entry and workflow, XPLAN Connect supports incorporating wide-scale XPLAN data capture and client engagement tools into your website.

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Latest news

Wednesday, July 16, 2014
XPLAN Continues to Lead Advice...
Friday, August 09, 2013
IRESS Half Year Results 2013
Tuesday, August 06, 2013
IRESS Acquires Avelo Financial...
Wednesday, July 10, 2013
Professional Investment Servic...
Media Centre

IRESS at a glance

For more information visit our company profile.

  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
About IRESS

Services and support

Find out about how we support our clients and products.

IRESS Services

Contact us

Please contact us for more information about our products.

  • Phone General enquiries
    (03) 9018 5800
  • Phone Wealth support
    1300 130 069
  • Phone Financial support
    1800 681 078
Contact IRESS