Introducing Joydip Das
Fresh from Silicon Valley, Joydip joined us in September 2020 as Chief Product Officer.
We want to introduce you to Joydip so you can find out a little bit more about his vision for Iress.
You're invited
Business unusual: harnessing the promise of the future
Join us on 21 April 2021 for Business Unusual with futurist, Dr Pieter Geldenhuys for an invaluable view into the changing world of business in a hyper-connected world.
Featured articles
How to engage financial advice clients in 2021
Whether it’s delivering films, food or financial advice, technology gives us a simpler, more convenient way to access what we need. And the better the experience gets, the more we want to use it.
What’s stopping your digital strategy moving forward?
It’s easy to talk about ‘going digital’ and visualise the benefits of digital advice tools like client portals and digital signatures. After all, we all want to be better, faster, and more profitable.
Five information security rules for the new world.
We’ve all adapted to using digital tools to help us stay productive and connected. For the most part it’s a positive experience. But it’s critical advice firms stay wise to the increased information security threats.
Iress Community articles
How to use the Iress Community
The Iress Community provides a single place for users to find information about their software. Here are some tips and tricks to find what you’re looking for.
What’s new in Xplan
To keep you up to date on what is happening in Xplan, Iress product executive, Emily Chen, details what’s coming in the March major release from compliance to activating bulk signatures.
Xplan integrates with Zoom
This integration will enable you to launch instant video meetings with your clients or colleagues from anywhere in Xplan.
Risk FNA: Estate Planning and Limited Rights
You may be wondering how to deal with the creation of a usufruct in favour of a second dying spouse. This article will help you understand the extent that the Estate Planning component of the Risk FNA tool can deal with such scenarios.
Annuitisation Changes are here.
You may be wondering how to deal with the creation of a usufruct in favour of a second dying spouse. This article will help you understand the extent that the Estate Planning component of the Risk FNA tool can deal with such scenarios
Xplan shortcuts
The much anticipated changes to the annuitisation rules for provident and provident preservation funds came into effect on 1 March 2021, otherwise known as T-day.
Goodbye manual work, hello automated workflows.
Switching to a new system is a big decision for most businesses. Read why it's the right time to move from Adviser Office to Xplan.
