Downloading - XPorts

Downloading - XPorts

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    • Downloading - Alerts

      Alerts Manager  1. Click on XPLAN button 2. Go to Administration Functions > Alerts Manager. Export all the custom alerts only.   For details on how to  Get custom alerts only- not xplan standard alerts. Click dropdown arrow and export each alert and ...

    • Downloading - Wizards

      Click on XPLAN Button Go to User Functions > Managed Field Content > User Interface. Click into the wizard (triangular button on the left), then click on the drop down menu Xplan>user functions>managed field contact>edit interface. Click into wizards ...

    • Downloading - Merge Templates

      Merge Templates 1. Click on XPLAN button 2. Go to Administration Functions > Templates.  Click on the Manage option on the left hand side. Click on the button showing the double arrows on the left hand side to open the subfolders. Screenshot the page ...

    • Downloading - Field Definitions

      Field definitions   1. Click on XPLAN button 2. Go to Administration Functions > Field Definitons Go into Import/Export option on left hand side menu.  For details on how to export field definitions, click here. Under the Export Modified Fields area, ...

    • Downloading - Email Templates

      Email Templates   1. Click on XPLAN button 2. Go to Administration Functions > Templates.    Ensuring your filter is set to All. Download all the email templates. If you cannot access the email templates section, send your dummy client all the ...

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    • 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 ...

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      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, ...

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      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)

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    • 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

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