Client Management - Adding Clients: Client Group
Adding a Client Group in XPLAN Overview
The purpose of this guide is to provide instructions on how to create client relationships in XPLAN using Client Relationships/Grouping.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
Each client has a single Client Group which defines which related XPLAN client entities are included for group-based analysis and reporting.
Each Client Group is separate, and group membership is one-directional. For example, if Frank Black is added to John Smith's Client Group, John Smith is not automatically added to Frank Black's Client Group. Each Client Group member must be manually added.
Partners are always treated as members of a client's Client Group, and cannot be excluded. In a client's Relationship Tree, the client entities with ticked checkboxes are members of the Client Group.
How to Create a Client Group
To link the Trust to the client’s file you need to be within the main entity’s Client Focus menu.
- While accessing the client, select Client Summary> Groups >Related Clients in the navigation menu.
- Any existing client relationships will be displayed. Click Edit.
- Now click on the Add icon next to the client’s name to add relationships.
- A pop-up box will appear to add the relationship.
- Select the Relationship Type.
- Type in the name of the client you want to search then click Search.
-
Select the searched entity and click OK
- The entity is selected, click on OK to save it.
- The client group will now show. Tick the box next to the entity.
- Click Save.
Related Articles
Ultimate Guide to Client Management
Client Management Course Overview What is this about? This course aims to provide you with the necessary skills on managing your client's data in bulk through your XPLAN site. Fundamentals of Client Management Client Management Overview and ...Client Management - Overview and Navigation
Adding Clients Provides instructions on how to add the following entities in XPLAN: Client Company SMSF Group Deleting Clients Provides instructions on how to delete the following entities in XPLAN: Client Client Focus Client Focus gives ...Client Management - Adding Clients: Client
Adding a Client in XPLAN Overview The purpose of this guide is to provide instructions on adding a client (Individual) to XPLAN. To view the IRESS Insights Video, please view the following link here. (Created by IRESS on March 12, 2019) How to Add ...Client Management - Client Searching: Advanced Search
Advanced Search Overview The purpose of this guide is to provide you with instructions how to use the Advanced Search function of XPLAN. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, ...Administration - Invoice: Adding an Invoice
Adding an Invoice Overview 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 ...
Popular Articles
Wealth Axis Files - Naming Convention
File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...Wealth Axis Wizards - Overview
Overview This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...New User Manual - Admin
XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...Administration - Email: Setting up the Outlook Plugin
Outlook Plugin - Overview Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...XPLAN Workshop - XPLAN Client Setup
Introduction Overview Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...
Recent Articles
XPLAN Legislative Rates June 2022
XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022. Social Security Rate Changes - July 2022 The rate ...XPLAN: Task Notifications - Redirecting
XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)
XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...XPLAN Version Enhancements - November 2021 (Version 21.11.194)
XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021
HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...