margaux.bugante's avatar
margaux.bugante
Valued Supporter
2 months ago

Xplan Email - Sensitivity Labels for Data Protection

Hi Team, just wondering if there is a way to add sensitivity labels to emails we send out via Xplan? Thanks.

xplan

2 Replies

  • bridget.lowe's avatar
    bridget.lowe
    Icon for Iress Team rankIress Team
    2 months ago

    Hi margaux.bugante​ Thanks for your question. Xplan doesn't support sensitivity labels for emails. The recommended best practice for sharing sensitive information is to use Xplan’s Client Portal messaging functionality, which we've talked a bit about at our previous meetings. Let’s revisit this 🙂

  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    2 months ago

    Great question margaux.bugante​ - measures like this are so important when building a culture of data responsibility! Wonder if any of our Xplan whizzes have any ideas?

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