Andrew Walsh, Managing Director of IRESS, said that XPLANtouch takes an important step in meeting adviser demands.

“Support for tablets is a key strategic initiative of IRESS,” he said. “Our clients want the convenience of mobile devices and we are keen to facilitate this.”

The XPLANtouch app allows advisers real-time access to client data and portfolios and allows them to present solutions to clients in visually interesting and meaningful ways.

“The app allows advisers to present a client’s data in a visual mind map,” Mr Walsh said.

“They can also complete the risk profiling questionnaire; produce results and discuss outcomes with clients – all while sitting with the client in the client meeting.”

While XPLANtouch is available on all tablets including the iPad, Android, and Windows 8 tablets such as the Microsoft Surface, under the hood it is a mobile web solution.

“XPLANtouch is an extension of the XPLAN advice platform, so all activity on the tablet is consistent with the advice processes defined and managed in XPLAN,” Mr Walsh said.

“This makes data access and use consistent and auditable.”

XPLANtouch and all its functions can be easily and seamlessly configured to match the corporate branding of financial advice businesses, large and small. 

“XPLANtouch can also be packaged as an adviser branded app in app stores to create a fully branded experience for advisers and their clients. It is within the reach of any dealer group using XPLAN to easily offer their own app,” Mr Walsh said.

IRESS has an ongoing investment and program of enhancements to XPLANtouch and will continue to work closely with clients on new ideas and opportunities.

XPLANtouch for advisers is available with release 2.7 of XPLAN.

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