Engage - Overview and Navigation

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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 ...

• XTOOLS - Overview and Navigation

  XTOOLS Overview and Navigation XTOOLS gives you powerful calculation tools to help you give your clients the information they need. It does away with the complexity of different calculation systems keeping you consistent and effective – always ...

• Advice Tools - Overview and Navigation

  Corporate Actions A corporate action is any event that brings material change to a company. In the case of a share split, merger, warrant or hybrid maturity (where a note then converts to either cash or shares) corporate actions can be automated and ...

• Client Online Access - Overview and Navigation

  Client Online Access Overview and Navigation Single client Firstly please request a number of COA licences when required so I can have them made available for you to allocate at your convenience.     While Accessing a Client: In the navigation menu, ...

• Conversion Process Guide - Overview and Navigation

    Conversion Process Guide Overview and Navigation  This document contains important information designed to guide you through the process of converting your data into your XPLAN Site and should be read in conjunction with the Conversion Guide and ...

• 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 ...