MLC / IOOF Group - Data Breach Issue

04/04/25 - In order to help determine who your affected clients are, as well as their contact details, we have built and enabled a report which is accessible in the Reports > Xport area of Xplan which can be ran across your entire client database. It is called "Portfolio details with contact information". 

Known Issue - Error when attempting diary sync - "Service is temporarily unavailable"

15/10/24 - There is an error in setting up diary sync where the user recieves the following  Service is temporarily unavailable, please try again later: xplan.ServiceUnavailableError(reason="The API version 'V2' has been deprecated.") The Iress teams have concluded their investigations and have concluded that this error in Xplan is due to a change that was performed by Microsoft in the way that they allow connections to their software. As this will require Iress development work to complete, this needs to be considered against other priorities and at this stage they are unable to provide a date that this functionality would become available again.