Last week we introduced you to leading mindfulness expert, Dr Richard Chambers. We found his advice so helpful, we wanted to extend the invitation to join us later this month for practical tricks and tips you can do to take care of your wellbeing but also help you stay focused on what's important.
How to automate, improve and digitise your way of working. Emily Chen discusses some of the things you will need to consider when creating a successful digital advice model.
We now have new Client Portal resources for you to download and share with your clients.
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.
To keep you up to date on what is happening in Xplan, Iress product executive, Emily Chen, details what’s changed in cashflow, Risk FNA, integrations such outlook plugins and more.
Client portals can play a key role in remote engagement. If you are looking to support your clients digitally, here are some tips on how to get you started.
Want to share agreements and forms for your client to sign conveniently, quickly and affordably? Here is how.
Data is key in managing and engaging your clients in a meaningful way. Here, we delve into key focus areas to help to achieve ‘clean’ data.
Shortcuts are handy, but not everyone knows about them. Here are some useful Xplan shortcuts you can use every day.
Find out how Hardi Swart, 2019 Financial Planner of Year Winner, believes Xplan has enabled better planning practices.