Secure messaging between Xplan users
I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...
Thank you for your prompt response Courtney.
To enhance the security of communications between our Paraplanners and advisers, we request consideration of an 'instant messaging' feature on Xplan. This feature would prioritise greater privacy protection and address increasing cybersecurity risks. It would become the primary communication method for our Paraplanning Team and ideally include the capability to download communication transcripts for our records
courtney.youngblutt
Iress Contributor
Iress ContributorThanks Dianne! Feedback lodged. The use case definitely makes sense.🤞
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