Rabia Ceylan

Request for Planner Central Feedback

Discussion created by Rabia Ceylan Employee on Oct 23, 2018

As a valued user of the Planner Central XPLAN site, we are excited to announce that we are currently reviewing the site for the second phase of the uplift.

 

We have been collating feedback since the rollout of the phase 1 uplift in April 2018. 

 

We will be closing feedback and requests for changes to be included in the second phase of the uplift, on the 6th of November 2018. We are looking for feedback specifically related to the SOA and Fact Find wizards and templates however all general feedback is also welcome.

 

You can provide your feedback or suggestions simply by making a comment on this discussion post. If you have trouble commenting, you can also send an email through to practicesolutions@iress.com.au

 

The second phase of changes will include:

  • A new and improved SOA wizard and template. 
  • A new and improved Fact Find wizard and template. 
  • Portfolio Snapshot. 
  • FDS and Opt-In Process. 

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