Iress Limited · ASX:IRE
Iress — Investor Presentation (November 2025)
20 slides from Iress's investor presentation, November 2025
Slide 1: Xplan 2025 Wrap Up
Xplan 2025 Wrap Up November 2025 1 1
Slide 2: Hosts
Hosts Kerry Ong, General Manager - Customer Yulia Tjhin, General Manager - Xplan 2 2
Slide 3: Acknowledgement of Country
iress We acknowledge the Traditional Owners of this land, the Gadigal people of the Eora Nation. We recognise their continuing connection to land, waters and culture. We pay our respects to their Elders, past and present. Artwork by Merindah Funnell.
Slide 4: Housekeeping
Housekeeping CPD accreditation Feedback and questions 0.5 of CPD credits will be available Please fill in the feedback form once the multiple choice The link will be displayed in a QR questionnaire is completed. code at the end of the webinar. 4 4
Slide 5: Advice is changing intergenerationally
Advice is changing intergenerationally Gen Z face very different Intergenerational transfer End of life has changed, and financial futures to Boomers means a wide range of needs. life plans are different. 1 in 2 Gen Zs still live with Boomers prefer in person or People are living longer and parents -
Slide 6: Support efficiency soars: faster resolutions, greater responsiveness
Support efficiency soars | faster resolutions, greater responsiveness 14,287 7 days 74% resolved support av. resolution time faster requests YTD from 51.5 days resolution time Data from the reporting period May-July vs August-October 6
Slide 7: Refining Xplan around how you work
Refining Xplan around how you work 7 7
Slide 8: Super Cap calculator coming soon
Super Cap calculator coming soon ● Automated cap calculations: Personal Concessional and Non-Concessional Caps calculated within Contribution Summary in Client Focus. ● Seamless data flow: Integrates with Xtools+, Optimiser, Retirement Funding, TTRAP, and Lifestyle Goals. ● Intelligence: Incorporates
Slide 9: What is Workflow Starter Kit
What is Workflow Starter Kit The Workflow Starter Kit is a new learning resource designed to empower our Xplan customers and drive greater efficiency. It's a direct response to customer feedback, providing an 'off-the-shelf' starting point for building workflows and maximising their use in Xplan. Our ult
Slide 10: Workflow Starter Kit Key features
Workflow Starter Kit Key features ● Four simple workflows that can be imported into an Xplan site. ● Easy to follow setup instructions. ● Automation ideas to help customers customise their workflows. ● Links to all necessary learning guides for workflow implementation. 10 10
Slide 11: Find out more...
Find out more... < Learning Centre Home CetelogueEntice Werkdow Stan it Workflow Starter Kit Workflow Starter Kit: Unlock Xplan Workflows. \Woriflowe are an oacy and affective way to ansure consistency in your approach to serve clients, creat aficiancos in and between teams, and ensure that nothing
Slide 12: 2026 Xplan
2026 Xplan 12
Slide 13: Continuing the product strategy for a cohesive, simpler, reliable future
Continuing the product strategy for a cohesive, simpler, reliable future Cohesive Simpler Reliable Seamless data integration and Innovated workspace and Optimised tools that meet streamlined workflows creating intuitive, standardised UI that industry standards providing a more efficient experience simp
Slide 14: Xplan features roadmap overview: proposed items (2026)
Xplan features roadmap overview: proposed items (2026) Potential roadmap items being explored — not all are guaranteed to progress. Domain Cohesive Simpler Reliable . Review unused Xplan functionality to identify (subject to Pilot) Reduce the time spent writing ways in which we can streamline CRM In
Slide 15: Retirement Income solution
Retirement Income solution ● Streamlined, end-to-end retirement advice journey from fact-finding to advice review. ● Lifetime income modelling and strategy tools, initially focused on the decumulation phase. ● Data-driven insights and integrated product information to simplify adviser decision-making
Slide 16: Unlocking smarter decision-making with Xplan Business Intelligence
Unlocking smarter decision-making with Xplan Business Intelligence ● Unlock insights: Access near real-time data, refreshed hourly, without leaving Xplan. ● Eliminate reporting bottlenecks: Replace spreadsheets and legacy tools with automated, dynamic dashboards. ● Strengthen compliance oversight: T
Slide 17: Scan the QR code to register interest in 2026
Scan the QR code to register interest in 2026. 17 17
Slide 18: Let's continue the conversation
Let’s continue the conversation Advisely Iress Community Iress Learning Centre Support available Contact our team of specialists Australia: 1300 1300 69 New Zealand: 0800 448 505 or via Iress Connect 18 18
Slide 19: Feedback CPD Quiz
Feedback CPD Quiz What did you think? Send in your Complete the quiz and we will suggestions and feedback. send you your CPD certificate. 19 19
Slide 20: Thank you
Thank you 20 20