Client Management - Adding/Purging Clients: Partner

Client Management - Adding/Purging Clients: Partner

Adding a Partner to an existing Client 

Creating client groups is useful in XPLAN for the following reasons:
  1. A life event such as marriage or a defacto relationship where the client wishes to include a partner (who currently does not exist in XPLAN) in their financial planning.
  1. At times, importing data into XPLAN can result in clients and their partners being imported as individual entities rather than client and partner joint entity. Rather than manually re-entering all partner details into the client and then delete the partner (as the individual entity), we can simply link a client and their partner together.
To add a partner to an existing client;

  1. Search for an individual client already in XPLAN (one currently without a client). Once within the client’s main screen, use the left hand menu options to navigate to Client Menu > Key Details > Key Details.

  1. Next, click on the downward facing arrow next to the client’s name at the top of the screen and select the Edit Partner option.

  1. The Edit Partner dialogue box will now appear. Select the type of partner you wish to add as follows:

    1. Edit new partner entity: by selecting this you wish to add a partner that does not currently exist in XPLAN.

    2. Use existing client as partner entity: by selecting this you wish to add a partner that already exists in XPLAN as an individual entity.

  2. If selecting the Edit new partner identity, choose this option and then click on the OK button.



  1. The Key Details screen will become editable which you will be able to use to add the partner. Once the partner’s details have been completed, choose Save button.



  2. If selecting Use existing client as partner entity, click the downward facing arrow located in the box beneath this option to search for the partner in XPLAN. 

  1. The Lookup Client dialog box will now appear. Search for the existing client and once found, click on their name to highlight. Then, choose the OK button. 

  1. The partner’s details will now populate and merge across into the client entity. Once the partner has been added to the client, the entity can now be used in a joint capacity. 

Purging/Separating a Partner from the Client

To Purge a partner from the client, you are essentially separating the client and partner so that the partner becomes its own independent entity in XPLAN or can be archived from the database. The Purge functionality also allows one to switch the client and partner so that the partner becomes the primary client and the former client now becomes the partner.

A partner may be purged from its client for some of the following reasons:
  1. A deceased client or partner
  2. A divorce
  3. Client and partner were originally incorrectly linked
  4. The client remains an active client while the partner is no longer active


To complete the separation or Purge of the partner from the client, complete the following steps;



  1. While within the client and partner you wish to purge, use the left hand menu to navigate to Key Details. 


  1. Choose the downward facing arrow next to the client name, and select Purge Partner Options.


  1. The Purge Partner Options dialog box will now appear. Select between the following:
    1. Hard Delete: In the example below, will completely delete Lilah Dunphy from XPLAN.  
    1. Separate: This will remove Lilah Dunphy from the client and let Lilah become a new individual entity within XPLAN. 
    1. Switch: Choosing this option will make Lilah the primary client entity and Sam the partner entity.


  1. Once complete, choose the OK button.
  1. Once the Purge Partner Options dialog box is complete, click on the OK button.
  1. The client and partner will now have been separated and can now be used in XPLAN as individual entities. From here, clients who are deceased can now be categorised as such and archived appropriately. Divorced or separated clients can also now be categorised accordingly and where necessary, archived.


    • Related Articles

    • 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 - Adding Clients: Company

      Adding a Company in XPLAN Overview  The purpose of this guide is to provide instructions on adding a client (Company) 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 - Adding Clients: SMSF

      Adding a SMSF in XPLAN Overview The purpose of this guide is to provide instructions on adding a client (Self Managed Super Fund) to XPLAN.  To view the IRESS Insights Video, please view the following link here. (Created by IRESS on March 12, 2019)   ...

    • Client Management - Client Administration: Separating a Client and Partner

      Separating a Client and Partner Overview Generally, a couple’s client records are linked in your XPLAN CRM and their financial situation is recorded accordingly in Client Focus. Follow our practical guide on how to unlink their client records.  How ...

    • Client Management - Client Grouping

      Client Grouping  Client grouping within XPLAN allows you to group and create a relationship amongst various client entities to help display how they are associated and linked. Grouping clients allows you then to utilise further XPLAN functionality ...

    • 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 ...