The changes to advice software platform Xplan will be in the latest release available from Friday and follow more than 12 months of user input and testing globally as part of Iress’ co-design software approach, Iress Labs.
The main improvements users will experience include:
Emily Chen, Product Executive, Iress said: “Our users tell us they know Xplan has deep and powerful functionality but there was an opportunity to make it simpler and easier to use.
“The feedback we’ve received from those testing the new Xplan navigation has been extremely positive, particularly around the overall user experience and search capability. In fact, of those users already offered the choice between the previous and new navigation, 90% have chosen the new experience and continued to use this.”
Future improvements to Xplan in the process of being tested with users include the introduction of a client snapshot - bringing together all key information about a client into one place - as well as initiatives designed to simplify compliance processes and make data keying faster and easier.
About Iress Labs
Iress Labs allows users to input directly into Iress’ software design and development process, by testing prototypes and sharing their feedback on different aspects of software functionality and user experience.