Recent Discussions
AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...RobBorthwick3 days agoIress Team
POLL: How can financial advice better support neurodivergent clients?
Hi everyone! I just listened to a really interesting episode of the Upfront podcast where behavioural finance expert Krystle McGilvery talked about how advice can better support neurodivergent clie...rainier.reyes6 days agoAdvisely Team
AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan?Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...BrentMuller12 days ago
AMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, p...marc.fraser-jones26 days ago
