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Aaron Cooper

Aaron Cooper

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Last updated 6 December, 2023

Our roadmap is subject to change and resource availability.

We prioritise roadmap items based on the volume of requests and on how broadly applicable each request is—if it’s something everyone is likely to use it’s more likely to make it to the top of the list!

If you would like to suggest an improvement or something to be added to our roadmap, let us know.

The roadmap below is not exhaustive but it lists the key initiatives and themes on our agenda right now:

Now

Next

Later

Status
colourPurple
titleReady review content
Status
colourYellow
titleflexibility

Improved editing of adviser and licensee info on welcome slide

  • Make it possible to edit the info on the slide, rather than relying on Xplan being set up correctly

  • Removes paraplanner permission issues when creating on behalf of advisers

Status
colourBlue
titleplatform feature
Status
colourGreen
titleeasy onboarding

App onboarding checks

  • Make it easier for users to check everything is set up correctly

  • Provide instructions on how to fix issues

Status
colourPurple
titleReady review content
Status
colourYellow
titleflexibility

Custom colour palettes

  • Allow users to create their own colour palettes using the colour picker in PresoManager

Status
colourBlue
titleplatform feature
Status
colourRed
titlesecurity

Two-factor auth for shared presos

  • Allow shares to be sent to clients that require them to auth with mobile codes

Status
colourPurple
titleReady review content
Status
colourYellow
titleflexibility

Make all table headings editable

  • Provide more flexibility to users

Status
colourBlue
titleplatform feature
Status
colourRed
titlesecurity

Share presos via client portals

  • Allow shares to be sent to clients via third-party client portals (Iress, myprosperity)

Status
colourPurple
titleReady review content
Status
colourYellow
titleflexibility

Related entity filtering/flexibility

  • Allow users to choose which entities to show on each slide and if/how to aggregate them

Status
colourPurple
titleReady review content

Add Insurance Recommendations slides

  • Integrated with Risk Researcher scenarios

  • Includes 3 slides:

    • Recommendations & appropriateness

    • Comparisons with current cover

    • Commissions

Status
colourPurple
titleReady review content

Add authority to proceed slide

  • Interactive and integrated with digital signatures

Status
colourBlue
titleplatform feature

Digital signature integration

  • Allow practices to choose between Iress’s digital signing tool or DocuSign