New version of XPLAN announced
IRESS has announced XPLAN 2.0 will be available in April, with a revamped web interface designed based on research conducted with a global agency and client feedback.
The new design focuses on adviser productivity, and easier operation will mean reduced adviser training and implementation times according to IRESS managing director Andrew Walsh.
The new design also takes into account advisers accessing XPLAN from smart phones and tablet devices, which are gaining greater traction within financial services, Walsh said.
IRESS’s product manager for wealth management, Aaron Knowles, said IRESS was constantly adding new data feeds and integrating with an increasing list of insurers, fund managers, lenders, stock brokers and managed account providers.
XPLAN’s next major release will include integration with self-managed super fund accounting software provider APS; insurance application straight-through processing and quote validation with Asteron, according to IRESS.
There will also be enhancements to pre-trade compliance for those using IRESS’s order routing network to execute orders on listed securities via their broker, the firm stated.
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