IRESS Wealth Management | XPLAN Transitions | Known Conversion Issues - Adviserlogic
Conversion Process Guide - AdvisorLogic: PreConversion Checklist
AdvisorLogic PreConversion Checklist Overview
The below checklist highlights key areas that must be understood and discussed with your Transition Consultant prior to your conversion date. It is intended that you and your Transition Consultant use the Pre-Conversion Checklist as a ‘working document’ as you prepare for your conversion. You will be asked to confirm that all the items in the checklist were discussed and understood by you before the conversion date. Please ensure all information regarding your Practice’s specific conversion requirements has been properly understood and documented.
We agree that our IRESS Transition Consultant discussed the following items relating to our conversion:
|
Item |
Comments |
|
Conversion duration |
The time required to complete a conversion is primarily determined by the size of the data that must be converted. Additional requirements that are not catered for in the conversion tools can also affect the duration of the conversion. Conversions are scheduled to commence after business hours and if your conversion has not completed by the following morning it may have to be paused and resumed again the following evening.
|
|
Cost |
Your Transition Consultant will advise you of the conversion cost. This must be agreed upon prior to the conversion
|
|
User mappings |
It is possible to map to existing users in Xplan or consolidate multiple userids to a single userid.. Your Transition Consultant will assist you in recording these mappings if required
|
|
Providing your data to IRESS |
Data must be received by close of business on the day prior to your conversion date
|
|
Risk Profile mappings |
In order for the descriptive titles of Risk Profiles to be converted, a Risk Profile report will be provided after the conversion is complete which will contain the source Risk Profile values. You can then provide mappings if required.
|
|
Portfolio data requirements |
Portfolio data is not converted. Please raise with your Transition Consultant for further discussion if portfolio data is required.
|
|
Data that will/will not be converted to XPLAN |
It is important that you review the information contained in the conversion guide so you are fully aware of how your data will be converted to XPLAN. If there is data and/or functionality that is important to your practice and is not specifically mentioned in the conversion guide, please raise with your Transition Consultant
|
|
Custom Fields |
Custom fields will not be converted. If any of your custom fields are critical to your practice please raise with your Transition Consultant for further discussion
|
|
Unmapped Values File |
You must ensure all current choice values in your existing database match those that will be available in the destination XPLAN site. Any choice values in your existing system that are not available in the destination XPLAN site will not be converted and will be in the unmapped values file.
|
|
Testing the Conversion |
If you are going to lose access to your source data before the conversion; please ensure that you take screens shots of at least 10 of your top clients. This includes taking screen shots for all the key details, insurance, super, portfolio data and any other area which is of particular importance to you. Conversion feedback must be raised within 10 business days. If no issues are raised within that time frame the conversion request will be closed.
|
|
Data must not be changed before sign-off |
No changes should be made to your data until you have completed testing your conversion. If you change your data before you sign off your conversion it can affect IRESS’s ability to resolve issues you may identify, and could also result in losing the changes if your conversion has to be rerun.
|
|
XPLAN Licenses |
You will require appropriate licenses to log into your new XPLAN site to check your converted data, and for ongoing use. Contact your new XPLAN site administrator and ensure you will have the required licenses when your data conversion occurs.
|
Issues that we would like to raise that are particular to our site and our requirements are as follows:
- Click here to enter text
- Click here to enter text
- Click here to enter text
Related Articles
Conversion Process Guide - XPLAN: XPLAN PreConversion Checklist
XPLAN PreConversion Checklist Overview The below checklist highlights key areas that must be understood and discussed with your Transition Consultant prior to your conversion date. It is intended that you and your Transition Consultant use the ...Conversion Process Guide - COIN: PreConversion Checklist
COIN PreConversion Checklist Overview The below checklist highlights key areas that must be understood and discussed with your Transition Consultant prior to your conversion date. It is intended that you and your Transition Consultant use the ...Conversion Process Guide - nLink: PreConversion Checklist
nLink PreConversion Checklist Overview The below checklist highlights key areas that must be understood and discussed with your Transition Consultant prior to your conversion date. It is intended that you and your Transition Consultant use the ...Conversion Process Guide - Midwinter AdviceOS: PreConversion Checklist
Midwinter AdviseOS PreConversion Checklist The below checklist highlights key areas that must be understood and discussed with your Transition Consultant prior to your conversion date. It is intended that you and your Transition Consultant use the ...Conversion Process Guide - RiskWiz: PreConversion Checklist
RiskWiz PreConversion Checklist The below checklist highlights key areas that must be understood and discussed with your Transition Consultant prior to your conversion date. It is intended that you and your Transition Consultant use the ...
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 ...