Client Management - Client Grouping

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 such as client reporting, template creation and analysis based on the entire group.  

How to Group clients

When grouping clients, it is important to first identify who is the Master client (the client that the Client Group is created against). You can then build your Relationship Tree (how entities are linked to each other) from there. Wealth Axis strongly recommends that the Master client be the individual client entity (who may or may not have a partner) and all companies, SMSF’s and trusts be linked to this Master entity. 

To group clients in XPLAN
  1. Using the Search text box in the top right hand side of the screen, search for the Master client entity you wish to group other entities to. 
  1. Click on the clients name once it appears in the bottom half of the screen to go to the client’s main screen. 


  1. Once within the client entity main screen, use the left hand menu to go to Client Summary > Groups > Related Clients.

  1. The client’s current Relationship Tree will display in the Client Group Members section. To add an entity to the group/tree, click on EDIT in the top right hand corner.


  1. Click on the + icon for the primary client in the Client Group Members section. 

  1. The Add Relationship dialog box will now appear. 
  1. Use the drop down menu to select the Relationship Type (how the entities are related) and search for the client entity you wish to group to the Master client by clicking on the Entity search functionality. 
  1. Using the Lookup Client functionality, search for the applicable client entity and click on OK.
    1. In this example we will be grouping the Dunphy Family Super Fund to the Master entity, Sam Dunphy. Therefore the Relationship Type will be Super and we will search for Dunphy Family Super Fund as the Entity.

  1. Click on OK to close the dialog box. 
  1. The entity has now been added to the Master entity and Relationship Tree. Click on the Check Box next to the new entity (in this instance the Dunphy Family Super Fund) to confirm the relationship. Ensure you click on Save to record this relationship against the Master client.  
    1. NOTE: Only entities which have their check box ticked are members of the client group. 


To Edit/Remove a Client Grouping or Relationship

Occasionally users will need to remove or change the Client Group Relationship. Complete the following steps within the Client Summary > Groups > Related Clients screen;
  1. Click on the + icon for the primary client in the Client Group Members section. The linked entities will now display. From here you can edit the way the client entity is related to the Master entity or remove it entirely from the Client grouping. 
  1. Use the pencil icon to Edit the client grouping. Once the Edit Relationship dialog box appears, select the appropriate Relationship Type. Click OK to save. 
  1. Use the x icon to remove the client grouping from the Master entity. Click on OK to confirm that you wish to remove the relationship from the ‘Master’ entity.  

Tips and Tricks

  1. All grouping needs to be manually completed by the user.
  1. Partners are always treated as members of a client’s Client Group, and as such, cannot be excluded.
  1. When linking members to a group, it is important to remember the process is one-directional. For example: If you link Sam Dunphy to the Dunphy Family Super Fund, it is important to remember that that Sam Dunphy is not automatically added to the Sam Dunphy Family Super Fund Client Group.
  1. Once a client group is set up, useful functionality such as synchronizing Contact Details across the client group can take place so that the master entity contact details can be shared and saved across all group members.
  1. Entities who do not have their check box ticked against their name are not Client Group members, however can be linked to demonstrate that there is an existing ‘relationship’ with the ‘Master’ entity. 

    • Related Articles

    • Client Management - Client Reporting: Management Reports

      Management Reports Overview The purpose of this guide is to provide with you with instruction on how to generate management reports in XPLAN. To view the IRESS Insights Video, please view the following link here and here. (Created by Anthony ...

    • 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 Administration: Linking Clients

      Linking Clients Overview An XPLAN client entity can be associated with (or linked to) other XPLAN clients in two ways: Client Relationships and Client Groups. Client Relationships allow you to specify how client entities are associated. When ...

    • 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. ...

    • Client Management - Search: Loans

      Searching for Loans Overview The purpose of this guide is to provide instructions on using the Loan Search function in XPLAN. Loan Search is used to find and report on loan-type Liabilities held by clients. Loans can also be directly edited from Loan ...

    • 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 ...