Earlier this year, we introduced Loop, our feedback program that’s all about you. We prioritised giving you more opportunities to share your feedback, helping us continuously improve both our products and services. Since then, we’ve implemented a series of touchpoints across our services, allowing us to gather your feedback right at the point you interact with us, including:
- During training sessions and learning webinars.
- At the delivery of our quarterly product roadmap updates.
- Following your interactions with our support team.
In 2023, we conducted our last annual customer survey, inviting over 2,000 clients to participate and provide their views on what they value most from Iress and where we can improve. We’ve heard you and I’m pleased to share that your feedback has shaped improvements to our software and services.
Our software is critical to your business.
We understand that our software is critical to your business and we take this responsibility seriously. We have been working hard and reinvesting in our core products to equip you with unmatched tools to help manage your client portfolios with precision and boost your efficiency. Some key highlights include:
- New Visualise functionality turbocharging Xplan’s retirement planning capability. Find out more here.
- New ‘red flag’ feature in WealthSolver identifies underperforming super funds. Find out more here.
- Better visibility of SMA’s, to view, model and transact on SMA’s more easily. Find out more here.
All of these initiatives were introduced as a direct response to your feedback we received.
You want better performance and more robust product development
Much of your feedback called for enhancements to our products and services. We‘ve adapted our approach and reintroduced quarterly product roadmap updates, which have been refreshed and rebuilt around five critical pillars that guide our investment in Xplan’s capabilities and is underpinned by our commitment to continuous uplift, incorporating your feedback and value add integrations. These five pillars are:
- Supporting improved adviser efficiency.
- Leading the way in compliance & security.
- Boosting precision in client portfolios and tooling.
- Transforming adviser and client experience.
- Powerful business intelligence and insight.
In our Q3 roadmap update, we shared that 84% of initiatives were delivered to plan. Demonstrating our commitment and capability to deliver and a more robust product development roadmap.
If you missed the Q3 product roadmap update, you can catch up by watching the webinar here.
Your time and feedback help
Nothing matters more to us than making your Iress experience a positive one. As an Iress customer, you can expect to find an email with a link to our annual customer survey. We would love to hear from you to let us know how things are going.
We appreciate you taking the time to share your thoughts.
