jason.zhang's avatar
jason.zhang
Icon for Iress Contributor rankIress Contributor
5 months ago

13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!

Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's pot...
advice execution
investments
xplan
jason.zhang's avatar
jason.zhang
Icon for Iress Contributor rankIress Contributor
4 months ago

Hi Michael,

Thank you for your detailed feedback on the new Portfolio screens. We really appreciate your insights, as they help us improve the experience for you and other users.

We understand that transitioning to a new screen can take some time, and we would like to ensure the new screen meets your needs. Your feedback on filtering, portfolio, transactions and report is valuable, and we have recorded these points for review. Also, we are happy to let you know that we will be working on edit holding details soon and will keep you updated as they progress. 

Thanks again for sharing your thoughts. 

Best regards,
Jason

felicity.eardley's avatar
felicity.eardley
Active Interactor
4 months ago

Good to know Jason.

I totally agree with Michael's feedback and there is no way I will be moving to use the new screens until at a minimum the functionality we have on the old screens is there. 

I understand there is a push to modernise the interface (in all areas of XPlan) however when the new options have a decrease in functionality instead of an increase it seems like a total waste of resources.

Felicity

 

 

  • jason.zhang's avatar
    jason.zhang
    Icon for Iress Contributor rankIress Contributor
    4 months ago

    Hi Felicity

    Thanks for sharing your thoughts. We understand your concerns and appreciate your feedback.  Ensuring that the new Portfolio screens meet the needs of the users is a priority for us.

    We are working on addressing the gaps and will be rolling out the enhancements progressively. 

    Thanks again for your input.

    Best regards,
    Jason

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