Emails
You can use XPLAN to send one email to one client or multiple templated emails to a variety of clients. You will gain more efficiency in your work if you use templates and code within those templates. This introduction will show you the main aspects of the email screens.
Further information on Emails here
Invoicing
You can generate one-off or recurring invoices which can be linked to FUM or Campaigns. Once a payment is received and noted in the system you can then generate reconciliation reports which collate information at client or adviser level (for example).
Further information on Invoicing here
Navigation
XPLAN is a web-based system that provides users with a diverse array of tools to meet any financial planning requirement. It delivers a web based standardized system for managing client data, investment projections, portfolios, risk and reporting.
Further information on Navigation here
News
The purpose of this guide is to provide instruction on how to use the News function.News sits within your User Dashboard and contains news feeds based on your subscriptions.
Further information on News here
Preferences
The purpose of this lesson is to provide instructions on how to access and setup User Preferences.
Further information on Preferences here
Scheduler
The purpose of this guide is to providing instructions on using the XPLAN Scheduler.
Further information on Scheduler here
Printing Word and PDF Documents in Bulk
When letters and reports are merged in bulk, XPLAN will produce a zip file containing the individual documents for you to download.
There are two steps in the process:
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Extract the Word or PDF documents from the zip file using Explorer or Winzip.
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Print the documents in bulk.
Further information on Printing Word and PDF Documents in Bulk here
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