AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Thanks Luke,

We are discussing the Open Banking piece in detail as a potential option to improve the fact finding experience from the perspective of the client.  It's certainly something that has gained interest in the recent past and I believe it offers a path to a more seamless experience.

For 2FA your Xplan site needs to have this enabled and it is pushed out to all users, so it could be the decision of a licensee not to impose this on all users.  Relevant to any potential changes to 2FA is that we are very close to the rolling out our new authentication screens that retires a legacy dependency in the application.  The practical effect is that it will be easier and quicker to rollout more changes in the authentication space including, potentially, the use of authentication apps which are available to Xplan users, just not clients currently.

Other items we are looking at include, but are not limited to goal tracking, embedding strategy modelling and giving the client more visual feedback on how their financial plan is moving them closer to meeting their objectives.  At the heart of this is allowing Client Portal to help advisers promote the value of their advice to the client.

On the review questionnaire, much of this should already be catered for in the fact find which can be provided as a review, inclusive of existing information.  We are delivering a comprehensive output report to compliment this to give the adviser a clear picture on what has (and has not) changed.

Thanks for the kind words, don't hesitate to get in touch directly if you wish to discuss any of the above in more detail.

Lachlan