Now available on demand
Delivering quality software that helps our clients perform better every day is what we strive for here at Iress. During this series of webinars, our product and industry experts tackled how more clients can get the most from their technology.
Now available to watch on demand, learn practical hints and tips on the new product features and enhancements relevant to your Iress software, as well as hear from other clients about their experiences. We also share what’s coming-up in the future.
Take a look below for a full list of webinars to watch at your own convenience.
Tuesday 3rd December
What’s new in Adviser Office 13.1?
Time:
10:30am - 11:15am
Speaker:
Karen Mackenzie
*Relevant for Adviser Office clients
Why you need the Xplan Client Portal
Time:
1:30pm - 2:15pm
Speakers:
Richard Ross, Dave Mann, Osama Jaser
*Relevant for Xplan clients or Adviser Office clients thinking of moving to Xplan
Meet our new Managing Director
Time:
3:00pm - 3:45pm
Speakers:
Mark Loosmore, Phil Quin-Conroy
*Relevant for all Iress clients
Wednesday 4th December
Adviser Office client interviews
Time:
1:30pm - 2:15pm
Speakers:
Mark Loosmore, Gallagher, Thornton's Investments
*Relevant for Adviser Office clients
Cashflow planning masterclass - retirement solutions
Time:
3:00pm - 3:45pm
Speaker:
John Bethell
*Relevant for Xplan clients or anyone thinking of moving to Xplan
Thursday 5th December
Xplan client interviews
Time:
10:30am - 11:15am
Speakers:
Mark Loosmore, Canter Holland, Johnston Carmichael Wealth
*Relevant for Xplan clients
Panel discussion: Why technology is an essential part of future-proofing your business
Time:
1:30pm - 2:15pm
Speakers:
Mark Loosmore, Max Maxwell, Mark Polson (the langcat), Simon Bussy (Altus Consulting)
*Relevant for Adviser Office and Xplan clients
Tuesday 10th December
Everything you want to know about Xplan integrations
Time:
10:30am - 11:15am
Speakers:
Aaron Greenhill, Jim Farrell
*Relevant for Xplan clients or Adviser office clients thinking of moving to Xplan
An adviser's guide to changing software
Time:
1:30pm - 2:15pm
Speaker:
Max Maxwell
*Relevant for anyone thinking of changing their financial planning software
Adviser Office data cleansing masterclass
Time:
3:00pm - 3:30pm
Speaker:
Becky Abrey
*Relevant for Adviser Office clients
Wednesday 11th December
Case Manager masterclass
Time:
10:30am - 11:00am
Speaker:
Max Maxwell
*Relevant for Xplan clients
Making the most of the new Xplan content
Time:
3:00pm - 3:45pm
Speakers:
Nuala Clamp, Sarah Atkinson
*Relevant for Xplan clients
Thursday 12th December
Xplan Mortgage top tips
Time:
10:30 am - 11:15am
Speaker:
Nathan Davis
*Relevant for Xplan Mortgage and Trigold users
The Exchange top tips
Date/time:
Thursday 12th December 1:30pm - 2:15pm
Speaker:
Nathan Davis
*Relevant for users of The Exchange
