Iress Market Technology has unveiled the next version of its financial planning software.
To be released next month, Xplan 2.0 offers a new look web interface that has been designed to meet the expectations of advisers who need their financial planning software to efficiently complete complicated tasks, Iress managing director Andrew Walsh said.
“We are focussed on adviser productivity. Therefore, a key objective was to make it as easy as possible for our clients to get the results they wanted,” he said.
“We set out rethinking the user interface from the user’s perspective. This enables our clients to focus on what they want to do rather than how to do it.”
He said Xplan 2.0’s design means that new features can continue to be added without the software being overly complex.
“We have a strong focus on responding to the functional demands of our clients and we complemented this approach with a leading design and user-experience that puts us at the forefront of future development,” he said.
During the research and development phase of Xplan 2.0 Iress engaged Profero, a global agency that specialises in digital user-experience to help define an optimal end-user experience.
“The agency was very experienced and worked closely with our product and development teams as we evolved and refined ideas together with client feedback,” Walsh said.
