Steven Heng has had 10 years experience in the financial planning industry. Starting as a Client Service Manager at a wealth advisory firm, he has held various roles in both boutique practices and large licensee groups, including client administration, relationship management, and practice support analyst roles. Steven brings extensive hands-on Xplan expertise and joined Iress 4 and 1/2 years ago, moving from an Account Manager into his current role as a Customer Services Specialist - Implementations, helping clients configure solutions and guiding them through a smooth software onboarding process.