Wealth Management Technology & Future Vision Update - March 2018 (Australia)

Document created by echen Employee on Mar 26, 2018Last modified by Michael Kinens on Mar 26, 2018
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Over the course of March, we ran a series of live product presentations in Brisbane, Sydney, Melbourne and Perth.  Thank you everyone who attended the Technology & Future Vision Update. 


The goal of these sessions was to provide you with

  • What's New in XPLAN - focussing on the theme 'digital enablement',
  • What's planned for 2018 - the roadmap to transform XPLAN and the launch of new Client Portal, and
  • What does the future hold - a glimpse into the outlook for 2020.


We hope you found the session useful and, as promised, please find the presentation slide deck attached.


We look forward to hearing more of your feedback and continuing the conversation here within Insights.






Emily Chen.

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