"All the improvements we’ve delivered in this latest update of XPLAN, and previous updates, are designed to help advisers plan more effectively and efficiently."
As part of the latest software update IRESS has launched XPLAN iAssist which allows users to grant an IRESS support team member temporary and secure access to their individual XPLAN session within a few seconds.
Users will be able to securely-generate a unique token within XPLAN, which won’t require the exchange of any username and password details. The new functionality allows IRESS to rapidly respond in real-time and in a transparent, secure and efficient way, without the limitations and frustrations of screen-sharing software installations. The integrity of client and user data is ensured with all activity logged in a secure audit trail.
In May IRESS held its third global Hackathon, a collaborative project that generates solutions to solve real problems for clients. This year 347 ideas were submitted and taken forward by 161 IRESS teams, who designed, coded and built them as far as possible over 24 hours. XPLAN iAssist is just one of the ideas that were taken forward into live production.
Mark Loosmore, UK Executive General Manager (Wealth), IRESS said: “iAssist balances our desire to further improve user experience, help clients continue to increase business efficiency and ensure the security of our systems and services are beyond reproach. We’ve delivered an efficient solution that further strengthens our support service proposition. All the improvements we’ve delivered in this latest update of XPLAN, and previous updates, are designed to help advisers plan more effectively and efficiently. Having the right technology with the right customer service in place is essential. We will continue to deliver practical improvements to our products that make a tangible difference and deliver cost efficiencies to our clients.”
