Russell Cross

XPLAN headlines for Managed Services clients - Issue 5

Blog Post created by Russell Cross Employee on Nov 24, 2017


This is the fifth edition of the monthly updates.  All versions are now saved onto our Insights Community.  In this issue, we have updates in the following areas:


  • Site Upgrade 2.24.7 & next steps

  • New Letter Wizard

  • MIFID II - Update

  • Training Spotlight + booking link


If any of your colleagues have not received this update, please share it with them and contact your Account Manager and let them know so that we can add them to our mailing list. 


If there are any topics that you would particularly like us to cover, please get in touch with us at


Site Upgrades


Over the last few months we have been testing the next version of XPLAN that we will be implementing onto your site - 2.24.7.  2.24.7 release contains lots of new compliance functionality in order to be compliant with the MiFID regulations.  We have performed the normal 90+ tests that we conduct which are in addition to the standard product tests and everything has performed well. 


2.24.7 has a number of new features which are listed below.  The full release notes are attached to the bottom of this page:

  • Managing MiFID II - Daily Valuation depreciation handling
  • Automatic creation of Cases by Leads
  • Updating Lead revenue fields with Task outcomes
  • Alert Outcomes can now create and activate Leads.
  • XTOOLS - Enhancements to defined benefit projections
  • XTOOLS - Charts enhancements


It will start to be released on the 22nd November and continue across all of our sites into the middle of December ready for when MiFID is implemented. 


Please contact your Account Manager if you have any questions.




The ‘Markets in Financial Instruments Directive II’ (MiFID II) is just around the corner and we’re helping you become fully equipped and ready.

Our software solutions have a profound role to play in enabling the investment firms, wealth managers and traders implement MiFID II in a compliant, effective and scalable manner. We can make it easier for you to meet the new requirements so that you can focus on the opportunities the new world presents.


Please click the link below so that you can go to our dedicated MIFID II section and understand more about the legislation and what we are doing to help you through the process.




If you have any questions then please contact your Account Manager.


Letter Wizard


We have been working hard to enhance the flexibility of the letter wizard that is implemented on your sites.  We have spoken to a number of customers and taken their feedback on board.  We are going to be implementing the new Letter Wizard changes from December 1st.  The full list of flexible options can be seen below:

  • Include company logo
  • Own address to appear on the letter
  • Who letter is address to and which address to use
  • Who are you writing to and which salutation do you want to use
  • Are you writing about an existing plan and if so, which one
  • Main Body of the letter
  • Who is the sender of the letter
  • Display the senders Job title (information is against the user record)
  • Display the senders contact details (from the contact information against the user record)
  • Display the company name
  • Include a signature image


This flexibility should enable more people to use the wizard and make producing letters standard and much simpler.


We are always looking to enhance the wizard further so if you want to share some requirements then we will look to see if we can incorporate them in the next release. Please contact us at and let us know how this and other areas can be improved.


Training Spotlight


Training is delivered to you either through our classroom environment in Warwick or online via Webinar.  There is an array of courses that cover an extensive product range.  The iress products covered are:

  • Adviser Office
  • The Exchange
  • Trigold Prospector
  • XPLAN Mortgage

If you want to learn something new, have a new starter that needs to learn our system or just need a refresher on a particular topic, why not click on the button below to take you to the training site and see when the courses are next being run.




1 Kingmaker Court, Gallows Hill,

Warwick Technology Park, Warwick, CV31 1YW



All Rights Reserved. Privacy Statement