lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
6 months ago

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

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
client engagement
xplan
lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
5 months ago

Hi Kerri, 

Thanks for the question,

I'm don't have an exact figure on percentage of firms that use Client Portal in relation to Xplan.  However I can confirm that there are several hundred active Client Portals in use today.

We see greater than 40,000 unique users accessing Client Portal monthly.

I don't have average data for individual client logins that could extrapolate this information.

I made mention of DocuSign in a thread above, DocuSign integration that is build in Xplan is not yet available in Client Portal, the signing of documents will occur in their signing platform.  We will continue to look at integrating this, and other digital signature providers into Client Portal.

Regarding the Fact Find, you are limited to the existing universe of fields that Client Portal provides, in relation to this we are considering how we might extend this list to suit your requirements.

Lachlan

kerri.shanks's avatar
kerri.shanks
Virtual Explorer
5 months ago

Thanks Lachlan

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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