Adding Clients

Provides instructions on how to add the following entities in XPLAN:

1. Client
2. Company
3. SMSF
4. Group 

Deleting Clients

Provides instructions on how to delete the following entities in XPLAN:

• Client

Client Focus

Client Focus gives everyone in your business one view of all your client information, interactions and assigned tasks – including documentation, notes, meetings and emails.

Further information on Client Focus here 

Client Searching

XPLAN stores client data within a powerful database, which allows for much flexibility accessing client details. Using the available search criteria, client lists can be easily generated. This can be done by using the following search functions:

1. Quick Search
2. Advanced Search
3. Generating Client List

Client Snapshot

The purpose of the guides below is to provide you with instructions on managing and entering information into the following: 

1. Assets and Liabilities
2. Income and Expenses
3. Goals and Objectives
4. Risk Profile
5. Insurance
6. Social Security
7. Employment
8. Estate Planning
9. Retirement Planning
10. Superannuation Planning
11. Taxation Planning
12. Mindmap

Client Administration

• Client Categories
  The purpose of this guide is to provide instructions on using Categories in XPLAN. Client Category Overview Client Categories can be updated for clients at any point in the Advice Process. You would access Client Categories to record or update the status / category of your client.
  
  Further information on Client Categories here
  
  
  
• Merging Clients
  The merge client option in XPLAN is useful when you have more than one entity ID for a particular client. The details of two clients can be merged. This functionality will copy data from a source client to a target client. This can be used, for example, when two different advisers have created client entities for the same person.
  
  Further information on Merging Clients here
  
  
  
• Client Family Tree Conversation
  This is a guide on how to discuss with your client regarding their family tree, in order to best secure family's financial well-being and security
  
  Further information on Client Family Tree Conversation here
  
  
  
• Linking Clients
  An XPLAN client entity can be associated with (or linked to) other XPLAN clients in two ways: Client Relationships and Client Groups.
  
  Further information on Linking Clients here
  
  
  
• Separating a Client and Partner
  Generally, a couple’s client records are linked in your XPLAN CRM and their financial situation is recorded accordingly in Client Focus.
  
  Further information on Separating a Client and Partner here
  
  
  
• Identity Check
  Learn how to add a client's ID information
  
  Further information on Identity Check here
  
  
  
• Adviser and Support Staff Roles
  Learn how to update the Adviser or Support Staff that are associated with a client.
  
  Further information on Adviser and Support Staff Roles here
  
  
  
• Changing a Client's Adviser
  You are able to move individual clients from one financial adviser to another in XPLAN.
  
  
  Further information on Changing a Client's Adviser here 
  
  

• Give an External Paraplanner Access to a Client
  We’ve made it easy for you to give an external paraplanner access to a client’s data in your CRM (including all file notes) to enable them to prepare advice documentation. What’s more, you have complete control over when the external paraplanner’s access to the client is switched on and off.
  
  Further information on Give an External Paraplanner Access to a Client here 
  
  
• No Contact Register
  The No Contact Register allows an adviser to record details in Xplan against a particular client entity if the client does not wish to be contacted by the adviser at all or via a particular contact method.
  
  Further information on No Contact Register here

Client Communication

• Sending Letters to a List of Clients
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  Further information on Sending Letters to a List of Clients here

Client Reporting 

• Management Reports
  The purpose of this guide is to provide with you with instruction on how to generate management reports in XPLAN.
  
  Management Reports can be used to generate a variety of reports such as client listing, insurance reports, task reports, practice management reports and portfolio reports. Each report will have their own parameters that can be used to select from which then determines what will be included in the reports. Parameters may include things such as date ranges, task types, filter options and sorting options.
  
  Further information on Management Reports here
  
  
  
• Export Client Data
  The purpose of this guide is to provide you with instructions on exporting client data from XPLAN. Export Overview It is possible to export data for the clients on the client list that has been created. The exported data can be used for mail merges.
  
  Further information on Export Client Data here 
  
  
  
• Import Client Data
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  Further information on Import Client Data here

Diary

Learn about the XPLAN Diary and how to add a Diary Event.

Further information on Diary here

File Notes

The purpose of this guide is to provide you with information and instructions on using XPLAN Notes.

You could be at any stage and need to record any contact with the client or upload documents to the client record. Notes are not only used for file notes. Notes are created for emails, phone calls, documents, client meetings and will help you ensure your client files are compliant and have all required documentation on file.

Further information on File Notes here

Search

The purpose of this guide is to provide instructions on using a Search Function in XPLAN for the following entities:

• Loan
• Insurance Policy
• Portfolio Holdings/Position

Financial Services Guide

Team of Adviser Overview

The Allocated Advice Team panel (at Key Details > Advice Services) details the various advisers and roles allocated to the client.

Further information on Team of Adviser here