November 2021 Upgrade

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection from Iress XPlan and get latest valuations.

Base Investment & Pension Recommendations & Reviews on Iress plans.

Let us know if you wish to use the integration - it's free of any charges.

The integration has been extended to import Incomes, Spending, Loans & Protection.

Let us know if you wish to use the integration - it's free of any charges.

More features and updates will be added in coming months.

For details of the last upgrade click here