31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!

Hi Sebastian - to answer your second question, clients can upload sensitive documents to Xplan through the  Client Portal. You can use the portal as a secure messaging system on its own - you don’t have to provide access to portfolio data.

You can read a little more about how it works here: Secure Messaging Overview  and here: Sharing documents and messages with the client. 

If you’re interested in setting up a Client Portal just raise a ticket in Iress Connect and the team will take you through the setup process. 😀

Hey Sebastian, thanks for reaching out. I hear your concerns around moving sites, there’s always disruption and a little downtime, so I know it is not a decision businesses make lightly.

Iress has a new offering - Advice Tool Kit, which, when released, which specifically aimed to address feedback we have received over the years about Model Office. I have already passed your details onto the team who can help you out, and they will be in touch to talk you through the offering

In terms of processes - there are a number of options. Advice Toolkit has an out-of-the-box workflow process that you can adopt or adapt yourself if needed. We have also just recently published a Workflow Starter Kit in the Iress Learning Centre. The starter kit aims to guide you through how to build your own workflows. You can view it here: Workflow Starter Kit.  We are also running a webinar on Tuesday, 26 August to walk through the kit and how you can use it to help you get started with your own workflows. You can register here if you are interested: Workflow Starter Kit Webinar.

If you’re not looking for out-of-the-box processes, but don’t want to build your own, you can contract Iress or a third party to build custom workflows just for you.

If you want to explore custom workflows, raise a ticket in Iress Connect , mention this post and your request will come through to my team.