![]() ![]() ![]() Access your XPLAN account from your iPhone & iPad. Our ongoing support services include help desk support, customised training, site administration, site customisation, user management and more. Download IRESS XPLAN and enjoy it on your iPhone, iPad and iPod touch. That’s why we’ll work with you to design an ongoing support solution to provide the support your team needs, in a way that works for them and your business. We know that no two firms have the exact same requirements and that no two solutions are identical. We need a partner who can provide ongoing Xplan training and support plus understand our business and site configuration. With years of expertise in Iress, we’ve partnered with hundreds of businesses to ensure data accuracy through data feed monitoring and portfolio maintenance. Precise portfolio data is key when preparing advice and reports for customers. Integration overview We are pleased to share the news that a new third party integration is now available for Xplan users. If you have any further questions please contact the Opex Support team. To check what XPLAN version you are on, navigate to a client in your XPLAN site and you can view the version at the bottom left of the screen. I am having trouble balancing my client portfolio to the provider sites. IRESS have advised that the version 19.3.60 includes a resolution for this item, this version will be pushed out this evening. We can also help you set up the appropriate dashboard widgets and supply management reporting solutions to ensure you're aware of all business operations. The workflow procedure operates as a task list and training manual for your team. We work with you to create an Xplan workflow process to complement your preferred business process. How can I ensure everyone on my site follows the same procedure for efficiency and compliance? Second, for businesses without an existing advice document, we’ve developed an SOA template that includes Xplan modelling and strategy text options to get you started. Our software is used by more than 10000 businesses and 500000 users. ![]() First, we can design a custom document for your Xplan site to upgrade your existing word template or document. Iress is a technology company providing software to the financial services industry. Nod has integrated with IRESS XPLAN to make automating advice document creation, template management. I don't have an advice document on Xplan or the one we have needs amendments. Give more financial advice with Nod and IRESS XPLAN. From there, we analyse your current Xplan utilisation to offer recommendations to boost your business efficiency utilising Xplan. App Privacy See Details The developer, Waldron Smith Management, indicated that the app’s privacy practices may include handling of data as described below. We work with you to understand your business processes and goals. Our full suite of financial advice and investment management software provides better ways to track revenue, analyse data, source and compare the right. The App will facilitate the conference agenda, speakers, Q&A, delegate connection, venue information, push notifications, social functions, QR Code and lead management for exhibitors. Our site analysis is ideal for anyone wanting to get more from Xplan. Can you analyse our Xplan site and offer recommendations to increase efficiency? ![]()
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