Welcome to the first edition of our new Central Services update. It is part of our desire to improve the service we offer to you. In these monthly updates, we will outline the latest developments on XPLAN and help to ensure that you and your business get the most of the product. Over the coming months we will be covering:
If any of your colleagues have not received this update then please contact your Account Manager and let them know.
If there are any topics that you would particularly like us to cover then get in touch at ManagedServices@iress.co.uk.
We have made a number of changes to documents and wizards over the last few months. The enhacements have seen improvements in report output and personalisation and have received positive feedback.
The majority of these changes have been made as a direct result of feedback from our clients. If you have any suggestions on how to improve the product then please contact us at ManagedServices@iress.co.uk .
XPLAN 2.20 release
Over the next 4-6 weeks, we will be deploying the 2.20 release to the live centrally managed sites. If you have a self administered site then please contact your account manager to arrange for the upgrade to be scheduled. You will be able to benefit from some new areas of functionality plus improvements to existing functionality.
What's new ?
New Business Events
SYSC 9.1 of the FCA Handbook requires that “A firm must arrange for orderly records to be kept of its business and internal organisation, including all services and transactions undertaken by it, which must be sufficient to enable the appropriate regulator or any other relevant competent authority under MiFID or the UCITS Directive to monitor the firm's compliance with the requirements under the regulatory system, and in particular to ascertain that the firm has complied with all obligations with respect to clients”.
The latest version of XPLAN offers functionality specific to supporting the capture of what is generally known as the New Business Register. There are three components to the register:
In this release, we’ve significantly enhanced the Family Tree display introduced in XPLAN 2.17 with an improved interface and greatly enhanced functionality. Family Tree helps you quickly build a visual understanding of a client's situation when meeting with them, so you can easily gauge which financial, investment and insurance factors to hone in on.
Diary availability checking using MS Exchange
Do you currently synchronise XPLAN Diary events to your company Exchange calendar? If you do, you may have noticed that XPLAN does not have visibility of Exchange events that do not exist in the XPLAN Diary. In this release we've added new functionality that enables you to immediately see everyone's availability, making it easy to arrange appointments and meetings involving multiple staff and find meeting rooms at the same time.
XPLAN will check in real-time the Exchange availability of all XPLAN Diary event attendees.
The two main areas of change to the Group Plans functionality in XPLAN 2.20 are interface enhancements and a change to the hierarchy to introduce a new level for Sub-Schemes. The changes are based on client consultation and feedback.
What's improved ?
For more details of the changes highlighted above, please read the release notes attached to this email or contact your Account Manager.
Training is delivered to you either through our classroom environment in Warwick or online via Webinar. A few of the areas covered this month are:
If you want to find out more about the full suite of training courses or book onto one of them then please click the link below to be taken to the Training site
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