IRESS XPLANtouch

IRESS XPLANtouch


Access your XPLAN account from your tablet with a new touch-friendly interface.

Interact with your portfolio data, including valuation, recent transactions and mark to market information.
View file notes, update your contact information, key details and generate reports.

In order to use this app, Advisers require a minimum version of XPLAN 2.7 and Client Access users require a minimum version of XPLAN 2.6.1.

Recent changes:
What’s New in Version 1.1.0
XPLANtouch for Advisers is now available
• View and edit client details including key and contact information.
• Create new client and add client information through the mindmap.
• Complete a Risk Profile Questionnaire.
• Create and edit Document Notes.
• View diary events and meeting agendas created from XPLAN Diary.

What’s New in Version 1.1.2
• Fixed login crash on Android 4.0 (Ice Cream Sandwich) devices.
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Free
60
3.0
User ratings
1
Installs
100+
Concerns
0
File size
0 kb
Screenshots
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About IRESS XPLANtouch
Access your XPLAN account from your tablet with a new touch-friendly interface.

Interact with your portfolio data, including valuation, recent transactions and mark to market information.
View file notes, update your contact information, key details and generate reports.

In order to use this app, Advisers require a minimum version of XPLAN 2.7 and Client Access users require a minimum version of XPLAN 2.6.1.

Recent changes:
What’s New in Version 1.1.0
XPLANtouch for Advisers is now available
• View and edit client details including key and contact information.
• Create new client and add client information through the mindmap.
• Complete a Risk Profile Questionnaire.
• Create and edit Document Notes.
• View diary events and meeting agendas created from XPLAN Diary.

What’s New in Version 1.1.2
• Fixed login crash on Android 4.0 (Ice Cream Sandwich) devices.

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