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Aaron Cooper

Aaron Cooper

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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

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

Reversionary beneficiaries

  • Include reversionary beneficiaries to the estate planning slide

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
colourPurple
titleReady review content
Status
titlecompliance
Status
colourPurple
titleSOA soa content

Includes 4 slides:

  • Your insurance needs

  • Recommendations & appropriateness

  • Comparisons with current cover

    • Commissions

    Add Insurance Recommendations slides

  • Integrated with Risk Researcher scenarios

    • authority to proceed slide

    • Interactive and integrated with digital signatures

    Status
    colourPurple
    titleReady review content

    Portfolio growth vs contributions slide

    • Add a new slide that tables and visualises portfolio changes over a selected time period to highlight contributions and growth

    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
    colourBlue
    titleplatform feature
    Status
    titlecompliance

    Digital signature integration

    • Allow practices to utilise their DocuSign account to seamlessly sign ATPs

    Status
    colourBlue
    titleplatform feature
    Status
    titlecompliance

    Digital signature provider options

    • Expand our integrations to allow practices to choose between DocuSign and Annature

    Status
    colourPurple
    titleReady review content
    Status
    colourYellow
    titleflexibility

    Allow goals to be de-scoped

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

    Status
    colourPurple
    titleReady review content
    Status
    titlecompliance
    Status
    colourYellowPurple
    titleflexibility

    Custom colour palettes

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

    soa content

    Like-for-like insurance slide

    • Add a typical SOA-style like-for-like table for insurance

    Status
    colourPurple
    titleReady review content
    Status
    titlecompliance
    Status
    colourYellowPurple
    titleflexibility

    Related entity filtering/flexibility

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

    soa content

    Strategy text

    • Add a per-site integration for SOA strategy text

    Status
    colourPurple
    titleReady review content
    Status
    colourYellow
    titleflexibility

    Add “Joint” goals section/filter

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

    Status
    colourBluePurple
    titleplatform featureReady review content
    Red
    Status
    colour
    titlesecurity

    Share presos via client portals

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

    compliance
    Status
    colourBluePurple
    titleplatform feature
    Status
    colourGreen
    titleeasy onboarding

    App onboarding checks

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

    • Provide instructions on how to fix issues

    soa content

    Like-for-like WealthSolver slide

    • Add a typical SOA-style like-for-like table for WealthSolver proposals

    Status
    colourPurple
    titleReady review content
    Status
    titlecompliance
    Status
    colourPurple
    titlesoa content

    Add authority to proceed slide

    Interactive and integrated with digital signatures

    Xtools+

    • Add an integration with Xtools+ to allow multiple modelling scenarios to be visualised and interacted with

    Status
    colourBlue
    titleplatform feature
    Status
    colourGreen
    titlecompliance

    Digital signature integration

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

    easy onboarding

    App onboarding checks

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

    • Provide instructions on how to fix issues

    Recently completed

    Status
    colourPurple
    titleReady review content
    Status
    colourPurple
    titlesoa content

    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

    Status
    colourPurple
    titleReady review content
    Status
    colourPurple
    titleSOA content

    Add Insurance Recommendations slides

    • Integrated with Risk Researcher scenarios

    • Includes 4 slides:

      • Your insurance needs

      • Recommendations & appropriateness

      • Comparisons with current cover

      • Commissions

    Status
    colourPurple
    titleReady review content

    Add colour coding to goals

    • Show simple traffic light colour coding on the goal icons, based on each goal’s status in Xplan (fulfilled, partially fulfilled, unfulfilled or none)

    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

    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
    colourPurple
    titleReady review content
    Status
    colourYellow
    titleflexibility

    Make all table headings editable

    • Provide more flexibility to users

    Status
    colourPurple
    titleReady review content
    Status
    colourBlue
    titleplatform feature

    Integration with WealthSolver

    • Make all relevant slides work with either WealthSolver or IPS

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

    Status
    colourBlue
    titleplatform feature
    Status
    colourRed
    titlesecurity

    Login with Xplan single sign-on

    • Switch all logins to work only via Xplan SSO

    Status
    colourBlue
    titleplatform feature
    Status
    colourRed
    titlesecurity

    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

    Status
    colourPurple
    titleReady review content

    Add Portfolio Projections slide

    • Integrated with the chosen WealthSolver scenario

    Status
    colourBlue
    titleplatform feature
    Status
    colourYellow
    titleflexibility

    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

    Status
    colourBlue
    titleplatform feature
    Status
    colourYellow
    titleflexibility

    Automated free trials

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