XPLAN version 1.34 is now available as a Beta, and will be officially released 20 December 2010. In this update we look at some of the key features in XPLAN 1.34. These include significant enhancements to Xtools and Portfolio Product management.
XPLAN 1.34 - Beta release now available.
Final 1.34 release due in January 2011
In this update we look at some of the key features in XPLAN 1.34. These include significant enhancements to Xtools and Portfolio Product management.
Xtools Engage
A new Xtoools format, called Engage, provides a client presentation mode for Xtools. Engage can be themed and customized while remaining easy to use. A client version is also available for use in Client Online Access.
Strategy wording and objectives capture can be performed while within the Engage mode, allowing you to follow a single, simple process for data capture and advice production.
Portfolio Product Management
New screen layouts exist for portfolio product viewing and editing, including the ability to compare products against one another
Alternative Asset Class
The Alternative asset class is now standard for all portfolio products, site assumptions, Xtools, risk profiles and asset allocation information. Data for funds is allocated to the Alternative asset class wherever relevant.
User Hierarchy
The ability to create a true hierarchy of users and user groups is now available within XPLAN. The Hierarchy is useful for management reporting and many system admin tasks, such as managing APLs or client visibility.
iPad
Several new features are now provided to assist with using XPLAN on an iPad or other touchscreen devices.
Data Import
A new Xtools+ data import process is now available, allowing you to select individual sources of data to import and choose from a menu of more client focus data.
eApplications
New screen layouts for eApplications exist, to increase speed of data entry and improve general flow and usability.
Risk Researcher
Risk Researcher premiums can now have additional risk loadings applied within Premium Modelling.
Risk Premium Modelling now allows for any applicable multi-policy discounts.
Insurance needs analysis and product recommendations with Risk Researcher can now be included as part of a wizard.
A new tool called Life Risk Calculator is available, providing a simple yet effective statistical analysis of risks for an individual, presenting the results in a single screen or report.
Additional Key Features
- The ability for users to create 'private' portfolio products, which do not interfere with the central product database.
- Many enhancements to the loan search screen.
- Many new dashboard widgets, especially for user benchmarking and productivity analysis.
- Enhancements to the Business Risk screens, including business debt analysis.
- Nine new standard portfolio reports have been added.
- Debt Qualifier now supports NZ lenders and products and has had many enhancements made to reporting and results screens.
- General enhancements to Xport, Key Relationships, System Settings, Diary, Xtools and Xtools+.
Need more information?
For full details and the entire new features list, please refer to the XPLAN 1.34 release notes provided by your IRESS Account Executive.