Roadmap for 2025
Supporting improved adviser efficiciency
- Portfolio Management: Enable clients to see their holding balances in front-ends and reporting for improved transparency.
- CommPay: Launch an Integrated Payment Solution for Invoicing to enable secure one off and recurring payments.
- AI: Improve adviser efficiencies across writing and saving file notes, as well as the fact find process, through AI.
Leading the way in compliance & security
- IressNet: Continuous datafeed updates and automation to ensure our data is robust.
- Simplified Authentication: Continue rollout of Iress ID across Xplan customers and expand Iress ID to Iress Connect.
- Information Security: Continue to strengthen access and security protocols via internal processes and external accreditation.
Boosting precision in client portfolios and tooling
- IressNet: Continuous updates to and maintenance of data feeds, including automation to improve data quality.
- Risk Researcher: Provide greater clarity and control when comparing and recommending policies, through continuous updates to research ratings and policy implementations to align with industry requirements.
- WealthSolver: Improve efficiency and precision by providing unlisted SMAs with asset allocation feeds through IPS, enhancing group insurance data, and incorporating Underperforming Fund flag.
- Xtools and Xtools+: Provide additional retirement strategies and settings to model out more specific outcomes.
Transforming adviser and client experience
- Client Portal: Release push notifications for mobile application so you can connect with customers on the go.
- Digital Advice: Place control of the content and configuration for the solution in the clients hands to allow more dynamic tailoring of elements in each journey.
- Client Focus: Preview emails that are attached to Document Notes.
- Workflow: Provide a more consistent trading experience by enhancing the order journey.
Powerful business intelligence and insight & Integrations
- Data: Launch a scaled solution to uplift your BI capability, as well as a WealthSolver Business Intelligence Dashboard to help platform providers get real-time insights on product performance.
- Client Focus: Continue to explore potential partners across e-signature capabilities, advice presentation, AI tooling, compliance tooling, and onboarding solutions.
What was delivered in 2024
- Portfolio Management: Allowed users to Group by Separately Managed Accounts (SMA) to consolidate detailed security information into clear segments, and enabled SMA modelling + reporting via aggregation of investments in IPS.
- Client Focus: Improved the capability to record and store information in the CRM tool to ensure a seamless advice journey.
- WealthSolver: Minimised manual data entry and improved data retrieval process to ensure accuracy and efficiency in portfolio modeling.
- Advice Toolkit: Simplified process through templates and workflows, including a New Client Review report to highlight how a client is tracking against their goals.
Leading the way in compliance & security
- IressNet: Implemented Adviser Registration Security and automated data refreshes for Fund Manager datafeeds.
- Simplified Authentication: Improved data protection through introduction of multi-factor authentication for Xplan sign-in, as well as single sign-on.
- Information Security: Increased security across datafeeds for investor accounts, email and across our entire product portfolio through SOC2 compliance certification and uplift.
Boosting precision in client portfolios and tooling
- IressNet: Continuous updates to and maintenance of data feeds, including automation to improve data quality.
- Risk Researcher: Provided greater clarity and control when comparing and recommending policies, through continuous updates to research ratings and policy implementations to align with industry requirements.
- WealthSolver: Improved efficiency and precision by providing unlisted SMAs with asset allocation feeds through IPS, enhancing group insurance data, and incorporating Underperforming Fund flag.
- Xtools and Xtools+: Provided additional retirement strategies and settings to model out more specific outcomes.
Transforming adviser and client experience
- Client Portal: Made Client Portal easier to navigate through customisation, easier access and distribution of reporting, and improved load times.
- Digital Advice: Launched our Digital Advice offering to market, with 3 different value propositions available for customers: education content only, out-of-the-box advice, or a bespoke digital advice journey for members.
- Client Focus: Made it easier to organise docnotes by renaming attachments, filtering, merging multiple doctnotes, and tagging notes.
- Workflow: Introduced a dynamic dashboard to enable better task management.
Powerful business intelligence and insight & Integrations
- Data: Launched a bulk data solution to improve the reliability and ease of extracting data.
- Client Focus: Improved e-signature capability by integrating with Docusign.
We continue to invest in the security and reliability of our environment through Cloud hosting. Our strategic suppliers creating a robust risk adverse ecosystem include:
