Smart leaders need to keep ahead of disruption by anticipating change. Join us as Graeme Codrington, an expert on the future world of work and disruptive change, guides us through 6 key skills for future-focused leaders in a morning coffee session on 16 September 2020.
If you are feeling the fatigue from virtual meeting overload that is becoming one of the realities in the current situation, read our seven principles on how we are managing meetings.
More financial advice practices are thinking about automation as they seek to deliver affordable financial advice profitably, tackle rising costs and inject value into the advice process. Here are the top five processes we think advisers should consider automating.
Catch us on a panel discussion with some industry experts at the Financial Planning Summit; a recently launched, independent thought-leadership financial adviser conference.
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 as outlook plugins and more.
The first iteration of fact find will soon be made available to clients using Client Portal, and is designed to enable you to capture new information and make amendments to existing data directly from your clients.
Xplan labs navigation initiative has become a standard part of the Xplan experience. To help you easily find information and resources about the new navigation in detail visit our consolidated list.
Shortcuts are handy, but not everyone knows about them. Here are some useful Xplan shortcuts you can use every day.
Hear from Lewis Investment (UK) why Client Portal has made organising finances as easy as ordering a pizza.