Iress Xplan Using cases for an easier advice journey

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This video looks at Xplan Cases and how you can use it to help make the advice journey for your clients and your employees as simple as possible. You can use cases as a visual dashboard for each piece of advice that your business writes. It becomes your digital manilla folder, the same one you would hand your compliance manager or auditor if ever required. • Whether you’re a current Xplan user, or new to the software, getting help is the best step to understanding how you can be maximising the advantages of using the powerful features of Xplan, including Cases, within the software. • To book a demo contact your account manager or email [email protected]. • For more news on the world of finance and financial software add us on: • Instagram: / iress_global • Twitter: / iress • LinkedIn: / iress • This video is published by and on behalf of Iress Limited, its branches, subsidiaries and members of its group of companies (together, “Iress” or “we”). • The information provided is for general information purposes only and Iress disclaims all liability in respect of any reliance placed upon it. • Iress does not warrant the accuracy of the information provided and does not accept liability for any errors or omissions. We reserve the right to change the information at any time, including, but not restricted to: products; services; prices; descriptions; and product or service specifications.

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