Last year we launched a regular series of updates on our Xplan product roadmap, which is built around key pillars that guide our investment in Xplan’s capabilities. Having listened to what you have told us you need and want from your technology, last quarter we rolled out a number of product updates to help you work more efficiently and effectively.
We’re pleased to share that we delivered 67% of our key roadmap delivery areas in the last quarter, and endeavour to keep striving towards a 100% success rate.
There are some exciting things on the horizon as we build towards the next generation of financial advice. Beyond specific initiatives, here are some key areas we’ve been focusing on:
- Leveraging AI to deliver better outcomes
- Empowering our users through data
- Partnership integrations
- Reimagining modelling & product selection
- Enhancing retirement solutions
Want the full update? You can download the Product Roadmap, or for a deeper dive, watch the webinar recording here. You can also check out some exciting new features below.
Key highlights
Deliver superannuation insurance advice from WealthSolver
WealthSolver’s insurance comparison now directly integrates data from Risk Researcher, ensuring data quality and consistency. This enhanced capability means you can save time when reviewing insurance within superannuation.
Efficiency has never looked better - find out more!
Better manage client super contributions
We’ve listened to your feedback and have introduced a new Xplan element to facilitate better tracking of client’s superannuation contributions in Xplan, “Super Contribution Summary”.
In addition to contributions, this element also allows you to record the Total Super Balance, and Refunded Excess Concessional & Non-concessional contributions for each financial year.
