| End User | Consumers and Planners |
| Advice Process Steps | Scoping of Advice Goal identification Assessing finances SoA Preparation Implementation Review |
| Benefits | Process efficiency Engagement uplift Time saving Compliance benefit |
| Cost per user per annum | XPLAN is a subscription based solution whereby the user chooses the appropriate modules and pays for only what they want to use. |
| Time saving per client | Time saved is dependent upon current process compared to XPLAN tools used, many clients have saved hours from XPLAN efficiency gains. |
| Cost saving per client | This is dependent on the planners existing process and what solution is chosen. |
| Integration | IRESS integrates with many solutions via API’s |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | XPLAN is a web based solution accessible via Internet Explorer |
| Single sign on | Yes |
| Data storage | Client data is stored within the planners XPLAN instance, all data within the application is stored. |
| Privacy standards | IRESS deems privacy and security as a key component of our offering and adhere to all global privacy standards. In conjunction, IRESS is ISO27001 certified for security. |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Not disclosed |