IRESS XPLAN
免費
20.10.43for iPhone, iPad and more
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IRESS XPLAN 螢幕截圖
About IRESS XPLAN
Access your XPLAN account from your iPhone & iPad.
Interact with your portfolio data, including valuation, recent transactions and mark to market information. View file notes, diary appointments and update your contact information, key details and generate reports.
Interact with your portfolio data, including valuation, recent transactions and mark to market information. View file notes, diary appointments and update your contact information, key details and generate reports.
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最新版本20.10.43更新日誌
Last updated on 2020年10月22日
歷史版本
* Fix login issue
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Version History
20.10.43
2020年10月22日
* Fix login issue
1.8.5
2017年06月26日
- Fixed login issue
1.8.4
2016年01月04日
Thanks for using XPLAN App!
XPLAN App 1.8.4 brings a number of improvements and making it one of our biggest update yet.
•Support for password management functionality on login screen.
•Fixed a bug for XPLAN App for Clients. It now allow you to show a message and/or video upon login (requires XPLAN 2.12 or higher)
•XPLAN App for iPhones (requires XPLAN 2.13 or higher)
XPLAN App 1.8.4 brings a number of improvements and making it one of our biggest update yet.
•Support for password management functionality on login screen.
•Fixed a bug for XPLAN App for Clients. It now allow you to show a message and/or video upon login (requires XPLAN 2.12 or higher)
•XPLAN App for iPhones (requires XPLAN 2.13 or higher)
1.8.3
2014年12月15日
bug fixes
1.8.1
2014年10月20日
Thanks for using XPLANtouch.
· Optimised for iPhones.
· Added Forgot Password support on login page for Clients.
In order to use this app on the iPhone, you will require a minimum version of XPLAN 2.13.
· Optimised for iPhones.
· Added Forgot Password support on login page for Clients.
In order to use this app on the iPhone, you will require a minimum version of XPLAN 2.13.
1.8
2014年10月17日
Thanks for using XPLANtouch.
· Optimised for iPhones.
· Added Forgot Password support on login page for Clients.
In order to use this app on the iPhone, you will require a minimum version of XPLAN 2.13.
· Optimised for iPhones.
· Added Forgot Password support on login page for Clients.
In order to use this app on the iPhone, you will require a minimum version of XPLAN 2.13.
1.6
2013年12月19日
Thanks for using XPLANtouch! We listened to your feedback and made the following improvements:
-Optimised for iOS7.
-Added Background image support for the login screen.
-A pesky bug when opening a document note created from wizard email template.
-Optimised for iOS7.
-Added Background image support for the login screen.
-A pesky bug when opening a document note created from wizard email template.
1.5
2013年05月12日
• Landscape lock support for “Engage – Planning for Retirement” tool.
In order to use this functionality, you will require a minimum version of XPLAN 2.8.0 or later.
In order to use this functionality, you will require a minimum version of XPLAN 2.8.0 or later.
1.4
2013年04月24日
- Fix for ‘Skype’ and ‘Email’ buttons in Clients menu.
- In order to use this functionality, you will require a minimum version of XPLAN 2.7.1 or later.
- In order to use this functionality, you will require a minimum version of XPLAN 2.7.1 or later.
1.3
2013年04月02日
Introduced the ‘Open In…’ function to open file attachments in other applications.
This means you can now share files attachments from Notes or Diary using applications that supports the file format on your iPad.
In order to use this functionality, you will require a minimum version of XPLAN 2.7.1 or later.
This means you can now share files attachments from Notes or Diary using applications that supports the file format on your iPad.
In order to use this functionality, you will require a minimum version of XPLAN 2.7.1 or later.
1.2
2013年03月17日
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.
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.
Requires iOS 6.0 or later.
• 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.
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.
Requires iOS 6.0 or later.
1.1
2012年12月08日
Support for IOS 5
1
2012年11月30日
IRESS XPLAN FAQ
點擊此處瞭解如何在受限國家或地區下載IRESS XPLAN。
以下為IRESS XPLAN的最低配置要求。
iPhone
須使用 iOS 8.0 或以上版本。
iPad
須使用 iPadOS 8.0 或以上版本。
iPod touch
須使用 iOS 8.0 或以上版本。
IRESS XPLAN支持英文
