AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

lachlan.fullerlachlan.fullerlachlan.fullerhas there been much progress with the client portal/changes? I have not pushed this much further with our business (I want to) but I want there to be a bit more of a “need” for the client to use and adapt to it.

Has there been any consideration for open banking integration in the client portal? A few examples, if you send the client portal access to a client and you haven’t established a partner the client cannot add any details of the partner. The 2FA with the email option still had issues when I last used it and clients were not receiving the email, it was a big barrier to entry. I do understand that there maybe some restrictions from licencees, so you maybe able to fill me in? 

What about being able to see your goals as a client and the progress you have made? Or sharing the Xtools modelling scenario that has been recommended, or portfolio tracking to the set goal. One thing I have been waiting for is a review questionnaire for the client where they can see all of the current personal information we have on them that they can simple update profile to the meeting which feeds back and updates XPLAN?

Appreciate your time and efforts, you guys are doing a good job