Content Comparison

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

Related entity filtering/flexibility

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

App onboarding checks

Add Insurance Recommendations slides

• Integrated with Risk Researcher scenarios

• Includes 4 slides:

  • Your insurance needs

  • Recommendations & appropriateness

  • Comparisons with current cover

  • Commissions

Custom colour palettes

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

Two-factor auth for shared presos

Add Current Financial Status and About You slides

• Current financial status is a dashboard-like slide showing assets, liabilities, income, expenses, insurances and net position

• About you shows the client’s basic info

Make all table headings editable

Allow goals to be de-scoped

• Allow goals to be clearly marked as relevant or not to the current document/advice

Share presos via client portals

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

Related entity filtering/flexibility

App onboarding checks

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

• Provide instructions on how to fix issues

Add Insurance Recommendations slides

Includes 3 slides:

Add “Joint” goals section/filter

• Allow goals to be displayed as joint, rather than appearing for both client and partner separately

Add authority to proceed slide

• Interactive and integrated with digital signatures

Digital signature integration

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

Two-factor auth for shared presos

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

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

Make all table headings editable

• Provide more flexibility to users

Integration with WealthSolver

• Make all relevant slides work with either WealthSolver or IPS

• Give users the choice which to use when making each preso

Login with Xplan single sign-on

• Switch all logins to work only via Xplan SSO

Change Xplan sync to be based on each user’s account and access

• Make it so a separate Xplan sync is performed per logged-in user, rather than using an Xplan service account per site

• Make all requests on behalf of logged-in user

Add Portfolio Projections slide

• Integrated with the chosen WealthSolver scenario

Direct-to-practice and via-dealer-group billing models

• Allow each site to choose how they want billing to work: All via the dealer group or each practice paying directly using Stripe

Automated free trials

• Allow each practice to start their own free trial whenever they want