sebastian.darcy's avatar
sebastian.darcy
Network Navigator
2 months ago

Hi Courney, 

We have, a few years ago, moved to Model Office offering by Xplan, and I am not sure if this is the best offering nowadays, but concerned about another big move.

Is there a way to have someone look at our processes and point us in the right direction?
Or should we be looking at external Xplan providers such as Practice Dynamix to assist?
Is there a better offering to Model Office nowadays? And can we discuss these with someone?

Separately, is there a way clients can upload sensitive documents to Xplan and vise versa?

Look forward to the AMA. 

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
2 months ago

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. 😀

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