AI File Note Summaries - Future Xplan Feature??

I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...

xplan

sarah.jacobs

Xplan Product

9 months ago

Hi Luke, great question! Thanks for sharing your experience with AI file note tools like Claras.ai and Paradino—it’s great to hear how much value they’ve added to your business.

The good news? We’re actively exploring AI-driven file note summarisation in Xplan! In fact, we’ve been prototyping some exciting solutions and are aiming to release something in the first half of this year.

To make sure we get this right, we’re keen to collaborate with advisers like yourself. If you're interested in being part of our user testing group, reach out to your account manager or connect with us via Iress Connect—we’d love your input!

Also, keep an eye on our Xplan Product Roadmap, which will be published on our website soon, for updates on this and other upcoming features.

primrose.foster

Advisely Team

9 months ago

You should absolutely join the trial luke.watson3, I have had a peek of it and it is looking awesome!

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