IRESS has launched a new product aimed at further strengthening support available to XPLAN users.
XPLAN iAssist will allow users to grant an IRESS support team member temporary and secure access to their individual XPLAN session within a few seconds.
Users needing the service will be able to securely-generate a unique token within XPLAN, which won’t require the exchange of any username and password details.
IRESS product executive Emily Chen said iAssist allows IRESS to rapidly respond in real-time in a transparent, secure and efficient way, without the limitations and frustrations of screen-sharing software installations.
“iAssist balances our desire to further improve user experience, help clients and users continue to increase business efficiency and ensure the security of our systems and services are beyond reproach," Ms Chen said.
“The integrity of client and user data is ensured with all activity logged in a secure audit trail.”
The service can be easily deactivated and reactivated as needed and is available within the latest release of XPLAN, the statement said.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin