Updates to simplify financial services software, Xplan, released

August 4, 2019 • Finance, General, Online & Social

Updates to simplify Xplan released

Iress launches Xplan platform updates on Friday, 2 August 2019.

On Friday, 2 August 2019, Financial services software provider, Iress released the first of several planned updates to thousands of Xplan users. The updates are aimed at making Xplan simpler to use and to give users greater access to its functionality.

The Xplan updates are a result of more than 12 months worth of user critiques, input and testing on a global scale. Iress says the co-design approach is a part of their strategic mission to develop its advice software platform.

 The main improvements users will experience include:

  • Organising menus and screens so users can find what they need more quickly and perform actions on behalf of clients more efficiently.
  • Improved search functionality to help users get the information they need at an even faster pace.
  • Enhanced help and assistance through a direct connection with the new Iress Community. The community is said to be a vast resource of Xplan information and support including documentation, training videos and real-time updates as well as tips from product experts and other Xplan users globally.

Emily Chen, Product Executive at Iress, says “our users tell us they know Xplan has deep and powerful functionality but there was an opportunity to make it simpler and easier to use”. 

“The feedback we’ve received from those testing the new Xplan navigation has been extremely positive, particularly around the overall user experience and search capability. In fact, of those users already offered the choice between the previous and new navigation, 90 per cent have chosen the new experience and continued to use this.”

Edited by Jenna Cook

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