Early this year we unveiled our 2024 product roadmap, which is built around key pillars that guide our significant investment in Xplan’s capabilities. Having listened to what you, our valued clients, 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 73% 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
One seamless login via IressID
Introducing IressID - best in class privacy and security, working to keep your business and client data safe.
You will be able to use one seamless login method to access all your Iress software, with aligned user authentication across Xplan, Iress Community, Advisely and API connectivity.
Portfolio Recommendation screen uplift for better navigation and customisation
We’re rolling out a number of new features, such as easier customisation and data entry to save you time with a more streamlined and efficient Recommendation screen in Xplan Portfolio.
