XPLAN's motive to combine improved efficiency with increased and measurable productivity has again ranked it as the platform of choice amongst planners.

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IRESS is pleased to announce the release of XPLAN Interactive Tutorials. The tutorials cover a variety of topics and are easily accessed from the Help menu in XPLAN versions 1.32 onwards.

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Did you know you can use XPLAN's Alerts Manager to monitor your client's super contributions to help avoid breaching contribution limits?

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Did you know that Risk Researcher provides an up to date news bulletin covering all of the latest happenings within the risk insurance industry?

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XPLAN version 1.33 is now available. In this update we look at some of the key features of this release. These include significant enhancements to research and advice for superannuation and risk, and new features for streamlining advice and running a fee-for-service business.

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CommPay 6.6 is ready for release with deployment set for June 2010. This release includes new functionality for recording General Ledger Codes, and has a key focus on enhancing the Statement Import and Reporting functions.

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Significant enhancements recently built into Risk Researcher include Dynamic Scoring and an improved Risk Advice Record. In addition, we continue to improve Premium Modelling and Business Needs Analysis, and have introduced Insurer Services research.

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With the remaining handful of User Datafeeds scheduled for migration to System Datafeeds in the next quarter, we have now introduced System Datafeed Reporting.

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The recently released ActiveClient version 1006 introduces a number of features which are being made available to ActiveClient and XPLAN Debt Qualifier clients. Highlights include support for product specific maximum loans, and the ability to store compliance documents within the client file.

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In the last quarter of 2009, Plan B Wealth Management implemented FAME (Financial Advice Made Easy), a Customer Relationship Management (CRM) and Financial Planning technology solution based on the IRESS XPLAN platform. This article discusses the FAME implementation with input from Plan B and IRESS.

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The recent acquisition of SENTRYi Pte Ltd simultaneously launched IRESS Wealth Management into Asia and expanded our product offering.

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Reconfirming our commitment to delivering business efficiencies that are simple to use, we have expanded our Risk Researcher premium validation solution to support Asteron. Risk Researcher users can now source real-time binding quotes for the Asteron Life Guard risk product range.

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The AFA and FPA conferences were a highlight of the last quarter of 2009 for financial planners. IRESS Wealth Management was represented at both events, and in addition to generating interest for our software solutions, our Business Development Team hosted an ‘IRESS Market Challenge’ competition for conference delegates.

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Initial training, for new staff and new systems, is accepted in industry sectors throughout Australia, but, how much do you consider the importance of ongoing training?

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XPLAN version 1.33 Beta will be available early in April, with the final full release expected at the end of April. In this update, we look at some key features in this release.

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The recent release of CommPay version 6.5 introduced a number of enhancements to both CommPay and the XPLAN interface. Areas we have enhanced include remuneration models, reporting, suspense functionality and policy takeovers.

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Recent enhancements to our Premium Validation function inlcudes an interface with Asteron, and the ability to launch the CommInsure CalQ online system for fast application lodgement. We have also made a number improvements to the Compare Feature Ratings function.

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The recently released ActiveClient version 1004 introduced a number of features, including new reports, full LIXI support, and more electronic loan submissions support.

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In addition to our ongoing work with Data Providers to improve the quality of existing data feeds, we have added 18 new data feeds to IRESSnet.

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van Eyk investment research was recently added as yet another qualitative research provider to the IRESS Wealth Management software platforms.

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For the third successive year, XPLAN takes out Asset Magazines’ Innovation Award for ‘Best Front End Software for Practice Management’.

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Alman Financial Planning went on a quest to find a quicker and simpler way of providing customised and personalised notifications, without the manual work.

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IRESS recently introduced a 'news feed aggregator' in XPLAN, which integrates online news into your financial planning software, allowing you to publish and distribute tailored communications to your usergroup and your clients.

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Australian mortgage businesses face major challenges in preparing for the Commonwealth’s upcoming regulatory changes. Bernie Lewis, South Australia's largest Mortgage Adviser, is building both Wealth Management and Mortgage Advice capabilities, and believes the planned regulatory changes offer benefits for tighter integration between these business services.

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XPLAN version 1.32 is scheduled for release in October. This update looks at key features in this version.

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VisiPlan 8.0, scheduled for release in October, will introduce many features designed to improve efficiency. Among these is a new Office Writer tool, which will dramatically reduce the time you spend working on client documentation.

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The recently released CommPay version 6.3 introduced key enhancements to core functionality, and new reporting features.

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Risk Researcher’s Premium Validation function generates real-time, Insurer-confirmed premiums. This supplements the Premium Modelling function by allowing advisers to confirm the premiums returned by Risk Researcher.

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ActiveClient version 0906 was released this quarter, introducing enhancements to risk analysis, compliance documents and KPI reporting.

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Focusing on improving data quality, we have used IRESSnet's ability to analyse and identify discrepancies, then worked closely with the Data Providers to correct data issues. There are also a number of new data feeds available.

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A strategic supply agreement with Liberty Holdings will deliver XPLAN to over 3000 tied and independent advisers in South Africa.

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Why are financial advisers finding it difficult to recruit new clients? And what can you do to turn 2009 into a great opportunity? In the current economic environment most financial advisers are struggling to write new business, despite the fact that people need quality advice now more than ever.

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Profile is a fee-based practice. Reducing data duplication and inconsistencies, processing errors, and by doing our job faster and easier was going to save us time and money.

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Client Online Access lets your clients log into your XPLAN site securely to view their personal data, portfolios, news and market updates. Did you know that Client Online Access is also an efficient and cost effective communication and data collection tool?

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A trouble free transition from old to new technology, with minimal impact on the business, is of paramount importance. Training is an integral part of technology implementation. In this update we examine how training applies during the rollout or implementation of software into a business.

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XPLAN 1.31, released in early May, focused on integration between modules and included features to improve advice processes and research in the areas of lending, super funds, and risk.

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In addition to adding new enhancements to the impending VisiPlan version 8.0, we are releasing several VisiPlan service pack versions to accommodate the 2009 Federal Budget.

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The CommPay and DMS Online commission systems have seen a number features introduced in recent months, in areas of commission reporting, invoicing and lodgement.

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Risk Researcher IQM+ version 1.31 introduces a business specific needs analysis tool, and commission dial down functionality.

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We have recently added a number of calculator and reporting tools to ActiveClient, and are currently implementing functionality to support the Federal Government's recently announced draft of the upcoming National Consumer Credit Protection Legislation.

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In the last four months, the IRESSnet team have focused heavily on expanding the number of data feeds available to XPLAN. The newly added data feeds mean there is now a total of 24 data feeds available to XPLAN via IRESSnet.

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Investment Trends research backs up IRESS' drive to provide XPLAN's tightly integrated advice system as the necessary solution to support the growing channels of advice.

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The reality of the financial crisis for Mancell Financial Group meant spending more time with clients to keep them up to date with the markets and to ease their fears and concerns. As a result, while income has been dropping, expenses have been going up.

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Forcing users to create secure passwords that are changed routinely is not difficult to achieve.

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Bar codes can resolve slow, costly, error-prone activities, and when used in conjunction with workflow, can streamline practice operations to be responsive and insightful.

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Embracing new technology is a challenge for even the most technically savvy business. Here are some ideas on how to make training meaningful and beneficial to your business.

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Being mindful of the challenges advice businesses face this year, XPLAN continues to improve efficiency and profitability with new functionality that targets client service themes.

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VisiPlan 8.0 is well underway. Here are some enhancements you can expect in this version.

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The IRESSnet data feed infrastructure provides an efficient, easy to use system for processing data into XPLAN and VisiPlan from platforms, managers, brokers, and insurers.

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The new Cover Availability analysis tool lets advisers efficiently review estimated cover amounts offered by insurers, based on the client's personal circumstances and the premium they wish to pay.

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Our aim is to ensure that ActiveClient remains the premier debt analytic and qualification package on the market. To this end, new features continue to be added to ActiveClient.

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