Gavin Perfect

XPLAN 18.11.46 Upgrade Notes

Blog Post created by Gavin Perfect Employee on Jan 18, 2019

Dear Client, 


We are planning our first release for 2019, which we will be rolling out over the next few weeks and will have some new features that we feel may be of value to you as a business.


Our first big announcement is improvements to the way you can engage with your clients – we have updated Client Online Access to Client Portal, which clients can engage with their financial information and interact directly with your business through secure messaging in an entirely new way. For more information please see the attached Client Portal document. Please chat to your Account Manager if you have any questions, they will be happy to assist you.


In XPLAN, we have focused on resolving software issues and have made fixes around several areas. These fixes are tabled below:

 

 

KeySummary
XTOOLS-1916Errors in XTOOLS Scenarios when navigating through screens
PNG-2981Portfolio Model XPLAN Element in Wizard does not load Partner, Joint and Related Entities 
PNG-2856Error in email attachment containing XMERGE syntax reference to Portfolio Report
CFP-3779Pension fund / SIPP Wrapper stack trace errors on editing or saving
CFP-3778Entity selection box remains in view when changing groups


Our Commpay team have introduced New Business Reports, which will show the number of New Business Events that have been added, and it is possible to filter on a number of criteria. Please speak to your Commpay representative and they will guide you through the report.

 

If you have any questions or comments, please speak to your Account Manager and they will be able to assist you.


Thank you for your support in 2018, and we are looking forward to a prosperous partnership in 2019.

 

The Managed Services Team

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