Hosted Solution Implementation - Capabilities

Hosted Solution Implementation - Capabilities

Capabilities Overview

Type Capability Description System Admin Contractor Adviser/Support staff Contractor2 Office Manager Adviser Personal Assistant / Receptionist
Administration Access MailChimp Integration Allows user to access MailChimp Integration Yes       Yes   Yes
Administration Add/Remove Group Plan Allows user to add/remove group plans. Yes     Yes Yes    
Administration Approve / Decline Scenario Supervision Allows user to approve or decline accreditation supervision for other supervisors Yes       Yes    
Administration Debt Qualifier Access debt qualifier functionality. Yes            
Administration Delete Opt-In History Allows user to delete Opt-In history. Yes       Yes    
Administration Edit Access Levels Allows user to edit access levels. Yes            
Administration Edit Assumptions Allows user to edit dealer's assumptions. Yes            
Administration Edit Disclosure Fees to public Allows user to modify Disclosure Fees visibility to public Yes            
Administration Edit FUM Scales Allows user to modify FUM Scale Fee Percentages and Minima. Yes       Yes    
Administration Edit FUM Scales to Public Allows user to set the visibility of a FUM Scale to Public Yes            
Administration Edit Field Definitions Allows user to edit Client Focus field properties. Yes            
Administration Edit Interface Allows user to edit the interface to modifying Client Focus fields. Yes            
Administration Edit/Manage Template Disclosure Fees Allows user to modify/manage Template Disclosure Fees Yes       Yes    
Administration IRESS Risk Profiler Allows user to access IRESS risk profiler Yes     Yes Yes Yes Yes
Administration Import/Export Field Definitions Allows user to import and export field definitions into XML or ZIP Yes            
Administration Login Allows user to log into XPLAN. Yes     Yes Yes Yes Yes
Administration Login Impersonation Allows user to login as a different user Yes            
Administration Manage All Saved Search Criteria Allows user to manage all saved search criteria Yes     Yes Yes Yes Yes
Administration Manage All XMERGE templates/categories Allows user to add/modify/remove XMERGE templates and categories, bypassing ownership. Yes            
Administration Manage All email templates Allows user to manage all email templates Yes     Yes Yes    
Administration Manage Financial Services Guide Allows user to manage FSG Yes     Yes Yes Yes Yes
Administration Manage Global Debt Approved Lenders Allows user to manage the global approved lenders for debt. Yes            
Administration Manage Legislative Updates Allows user to choose the Legislative settings used by XTOOLS. Yes            
Administration Manage Schedules Allows user to view and/or modify schedules. Yes       Yes   Yes
Administration Manage Service Benchmarks Allows user to create/edit service benchmarks. Yes     Yes Yes   Yes
Administration Manage Session Allows user to manage another active session. Yes            
Administration Manage XMERGE Templates Allows user to add/modify/remove XMERGE templates Yes     Yes Yes   Yes
Administration Modify All Queued Jobs Allows user to modify other users' queued jobs Yes            
Administration Modify Disclosure Fee Owner Allows user to modify the owner of a Disclosure Fee Yes            
Administration Modify FUM Scale Owner Allows user to modify the owner of a FUM Scale Yes            
Administration Modify Global Client Access Reports Allows user to modify reports available in Client Access for all clients. Yes            
Administration Modify Own Password Allows user to Modify their Own Password. Yes     Yes Yes Yes Yes
Administration Publish Site Content Allows user to publish site content to destination sites Yes            
Administration Remove group data Allows user to remove group data Yes            
Administration Report Action Manager Access the report action manager and upload scanned documents via WebDAV. Yes     Yes Yes Yes Yes
Administration RpData Allows user to call RPData webservices for property information. Yes     Yes Yes Yes Yes
Administration Search using Syntax Allows user to search using syntax Yes     Yes Yes Yes Yes
Administration Set Campaign to Share with All Allows user to set a campaign to "Share with All" Yes            
Administration Set Diary Template to Public Edit/View Allows user to set diary template to "Public Edit/View" Yes            
Administration Set Document Category to Shared with All Allows user to set a the document category to "Shared with All" Yes            
Administration Set Email Template to Share with All Allows user to set email template to "Share with All" Yes            
Administration Set Logout URL Allows user to set the logout URL of another user or group Yes            
Administration Set Report Template Category Visible to All Allows user to set a Report Category to "Visible to All" Yes            
Administration Set Report Template File Viewable by All Allows user to set a Report Template File to "Viewable by All" Yes            
Administration Set Saved Search Criteria to Share with All Allows user to set saved search criteria Permission and Referrer Access to "Share with All" Yes            
Administration Set Service Benchmarks to Public Allows users to modify Service Benchmark and set visibility to public. Yes            
Administration Set Task Template to Share with All Allows user to set task template to "Share with All" Yes            
Administration Set Thread Template to Public to All Allows user to set thread template to "Public to All" Yes            
Administration ShowMe Desktop Sharing Allows user to share their desktop with a client. Yes     Yes Yes Yes Yes
Administration System Setting Allows user to modify email, HTTP proxy, and other system-related setting. Yes            
Administration Upload Templates to Merge on the Fly Allows user to upload a template and merge on the fly Yes     Yes Yes Yes Yes
Administration View All Users' Session History Allows user to view session history and active sessions. Yes            
Administration View Assumptions Allows user to View dealer's assumptions. Yes     Yes Yes Yes Yes
Administration View Chat audit trail Allows user to view chat audit trail of other users. Yes       Yes    
Administration View Legislative Updates Allows user to view the Legislative settings used by XTOOLS. Yes     Yes Yes Yes Yes
Administration View Queued Jobs Allows user to view queued jobs Yes     Yes Yes Yes Yes
Administration XPLANconnect Access to XPLANconnect Yes     Yes Yes Yes Yes
Administration Xero Admin Allows user to change site-wide Xero settings. Yes            
Administration Xero Synchronisation Allows user to synchronise data with Xero. Yes     Yes Yes Yes Yes
Administration Xport Extraction Tool Access the Xport extraction tool to produce CSV or PDF extracts. Yes     Yes Yes Yes Yes
Alert Management Auto-create Task For Each Alert Occurrence Allows user to enable auto-task creation for every alert occurrence Yes     Yes Yes    
Alert Management Auto-create Thread For Each Alert Occurrence Allows user to enable auto-thread creation for every alert occurrence Yes     Yes Yes    
Alert Management Case Manager Audit Sampler Allows user to use Case Manager Audit Sampler Yes     Yes Yes    
Alert Management Delete Alert Rules Allows user to delete alert rules Yes     Yes Yes    
Alert Management Edit Alert Rules Allows user to create/edit alert rules Yes     Yes Yes    
Alert Management Edit All Alert Rules Allows user to edit all alert rules Yes            
Alert Management Export/Import Alert Rules Allows user to export/import alert rules Yes     Yes Yes    
Alert Management Manage Case Manager Benchmark Allows user to manage Case Manager benchmark Yes     Yes Yes    
Alert Management Manage Compliance Breach Comments Allows user to manage list of allowed compliance breach comments Yes     Yes Yes    
Alert Management Perform Case Manager Questionnaire Allows the user to perform Case Manager audit questionnaires Yes     Yes Yes    
Alert Management Registered Alerts Reporting Allows user to use alert reporting module Yes     Yes Yes    
Alert Management Release Case Manager Lock Allows the user to release the lock on a Case Manager. Yes     Yes Yes    
Alert Management Remove Any Case Manager Allows user to remove any Case Manager Yes            
Alert Management Remove User's Own Case Managers Allows user to remove his/her own Case Managers Yes     Yes Yes    
Alert Management View Alert Rules Allows user to view alert rules Yes     Yes Yes    
Alert Management View All Alert Rules Allows user to view all alert rules Yes            
Alert Management View Case Managers for visible Clients Allows user to view all Case Managers for visible clients Yes     Yes Yes    
Campaign Add Clients to Campaign Allows user to add clients to campaigns. Yes     Yes Yes   Yes
Campaign Campaign Allows user to access Manage Campaign Section. Yes     Yes Yes   Yes
Campaign Create/Edit Campaigns Allows user to create/edit campaign. Yes     Yes Yes   Yes
Campaign Delete Campaigns Allows user to delete campaigns. Yes     Yes Yes   Yes
Campaign Edit Entity Campaign Cost Allows user to edit entity campaign cost when campaign is set to cost option. Yes     Yes Yes   Yes
Campaign Modify All Campaigners Allows user to modify all or selected campaigners. Yes     Yes Yes   Yes
Campaign Remove Entity from Campaign Allows user to remove entity from campaign. Yes     Yes Yes   Yes
Commpay Access Lodge to CommPay only Allows user to lodge to CommPay Yes       Yes    
Commpay Access to CommPay Allows user to access CommPay menus in XPLAN Yes       Yes    
Commpay Access to CommPay with basic rights Allows user to access CommPay menus in XPLAN including User Group visibility Yes            
Commpay Change CommPay Policy Owner Allows user to change the owner/client on an existing policy once locked Yes            
Commpay Change CommPay Referral Allows user to change CommPay Referral on locked policy Yes            
Commpay Disable Lodgement Disables a users ability to lodge to CommPay - Invoices are exempt. Yes            
Commpay Exposed to CommPay users Allows this user's CommPay data to be visible by other users in the User Group with access to CommPay capabilities. For inactive/terminated users only Yes            
Commpay Run CommPay Reports by Hierarchy Allows user to run CommPay reports by hierarchy Yes       Yes    
Commpay View CommPay Payment Logs Allows user to view the CommPay Invoice transactions synchronised Yes            
Commpay View Unclaimed Suspense Records Allows user to view unclaimed suspense statement records Yes            
Datafeeds Automate Datafeeds Allows user to configure datafeed automation. Yes     Yes Yes Yes  
Datafeeds Configure System Datafeeds Allows user to configure centralised system datafeeds. Yes            
Datafeeds Datafeeds Advanced Options Additional options will be provided when trigger datafeed refreshes. Yes     Yes Yes Yes  
Datafeeds Edit Datafeed Data Allows user to directly edit portfolio data maintained by a datafeed. Yes            
Datafeeds Export Portfolio Data Allows user to export portfolio data. Yes            
Datafeeds Import Datafeeds Allows user to process their own datafeed files (modifying the database). Yes     Yes Yes Yes  
Datafeeds Map Datafeed Clients Allows user to map external clients. Yes     Yes Yes Yes  
Datafeeds Modify Other User's Datafeeds Allows user to process and modify datafeeds for other users. Yes     Yes Yes Yes  
Datafeeds Refresh Datafeeds Allows user to trigger datafeed refreshes. Yes     Yes Yes Yes  
Datafeeds Show Other User's Datafeeds Allows user to view datafeeds for other users. Yes     Yes Yes Yes  
Datafeeds Unmap Datafeed Clients Allows user to unmap external clients. Yes     Yes Yes Yes  
Datafeeds View Datafeeds Allows user to upload and view their own datafeed files, and associated logs. Yes     Yes Yes Yes  
Document Management Apply Bulk Changes to Documents Allows user to apply bulk changes to documents regardless of the ownership. Yes     Yes Yes Yes Yes
Document Management Create/Edit Document Allows user to create & edit documents/client notes, independent of "Edit Clients" capability. Yes     Yes Yes Yes Yes
Document Management Create/Edit Document Category Allows user to create/edit categories in document management system. Yes     Yes Yes Yes Yes
Document Management Delete Document Allows user to delete documents/client notes in document management system. Yes     Yes Yes Yes Yes
Document Management Delete Document Attachment Allows user to delete documents/client notes attachments in document management system. Yes     Yes Yes Yes Yes
Document Management Delete Document Category Allows user to delete categories in document management system. Yes     Yes Yes Yes Yes
Document Management Lock Client Document Notes Allows user to lock client document notes. Yes     Yes Yes Yes Yes
Document Management Print to Post Allows user to send xmerge documents by post. Yes     Yes Yes Yes Yes
Document Management Set Document to Client's Groups Allows user to set documents permission to "Shared with client's Groups" Yes     Yes Yes Yes Yes
Document Management Set Document to My Groups Allows user to set documents permission to "Shared with my groups" Yes     Yes Yes Yes Yes
Document Management Set Document to Private Allows user to set documents permission to "Private" Yes     Yes Yes Yes Yes
Document Management Set Document to Share with All Allows user to set documents permission to "Share with All" Yes            
Document Management Set Document to Specific Groups Allows user to set documents permission to "Shared with specific groups" Yes     Yes Yes Yes Yes
Document Management Unlock Client Document Notes Allows user to unlock client document notes. Yes     Yes Yes Yes Yes
Document Management View All Notes Allows user to view all document notes (Overrides Group Membership). Yes            
Document Management View All Notes Except Private Notes Allows user to view all document notes except private document notes (Overrides Group Membership). Yes            
Entity Management Access Soft-Deleted Entities Allows user to access client entities that have been soft-deleted. Yes       Yes Yes  
Entity Management Add Existing Clients As Partner Entities Allows user to search existing clients to add as partner entities. Yes     Yes Yes Yes Yes
Entity Management Add/Remove Professional Adviser Allows user to add/remove professional advisers. Yes     Yes Yes Yes Yes
Entity Management Add/Remove Supplier Allows user to add/remove supplier entities. Yes     Yes Yes Yes Yes
Entity Management Administer External Adviser ID's Allows user to modify external adviser ID's for other users. Yes       Yes    
Entity Management Administer Groups Allows user to Administer Groups (View). Yes     Yes Yes Yes  
Entity Management Administer Users Allows user to Administer Users (View). Yes     Yes Yes Yes  
Entity Management Allow Document Note Template Access Allows user to access the document note template area Yes     Yes Yes Yes Yes
Entity Management Allow Email Template Access Allows user to access the email template area Yes     Yes Yes Yes Yes
Entity Management Authorise CPD events Allows user to authorise CPD point events for any user Yes       Yes Yes  
Entity Management Change Risk Profile Allows user to change client's risk profile. Yes     Yes Yes Yes Yes
Entity Management Client Focus Allows user to use full Client Focus functionalities. Yes     Yes Yes Yes Yes
Entity Management Client Group Membership Allows user to update all related clients to an advisor. Yes     Yes Yes Yes Yes
Entity Management Create Clients Allows user to Add Clients. Yes     Yes Yes Yes Yes
Entity Management Create Complaints Allows user to create complaints Yes     Yes Yes Yes Yes
Entity Management Create Groups Allows user to Administer Groups (Add). Yes            
Entity Management Create Users Allows user to Administer Users (Add). Yes            
Entity Management Create a New Wizard Scenario from Existing Allows user to create a New Wizard Scenario from Existing Yes     Yes Yes Yes Yes
Entity Management Delete Client Entity Allows user to delete/purge the principal client entity from the database. Yes     Yes Yes Yes Yes
Entity Management Delete User Entity Allows user to soft delete the user entity from the database. Yes            
Entity Management Delete User Group Allows user to delete a user group from the database. Yes            
Entity Management Edit Agreed Asset Allocation Table Allows User to Edit Agreed Asset Allocation Table Yes     Yes Yes Yes Yes
Entity Management Edit Client Allows user to View Clients (Edit). Yes     Yes Yes Yes Yes
Entity Management Edit Client Access Allows user to modify the client access configuration. Yes     Yes Yes Yes Yes
Entity Management Edit Client Type Allows user to edit client type Yes     Yes Yes Yes Yes
Entity Management Edit Group Allows user to Administer Groups (Edit). Yes            
Entity Management Edit Professional Adviser Access Allows user to modify the Prof.Adviser access configuration. Yes     Yes Yes Yes Yes
Entity Management Edit Referrer Access Allows user to modify the referrer access configuration. Yes     Yes Yes Yes Yes
Entity Management Edit Sub Group Clients Allows user to edit clients that belong to sub groups in the hierarchy Yes     Yes Yes Yes Yes
Entity Management Edit Sub Group Users Allows user to edit users that belong to sub groups in the hierarchy Yes            
Entity Management Edit TFN Allows user to edit client TFN Yes     Yes Yes Yes Yes
Entity Management Edit User Allows user to Administer Users (Edit). Yes            
Entity Management Edit User CPD Activity Allows user to administer CPD area for any user in their group Yes     Yes Yes Yes Yes
Entity Management Email Allows user to use email. Yes     Yes Yes Yes Yes
Entity Management Email Client Data Allows user to get clients' data and send it to another client. Yes            
Entity Management Email List Allows user to send emails to client list or user list Yes     Yes Yes Yes Yes
Entity Management Exclude user from Adviser lists Prevents an administrator user from being selected as an adviser Yes       Yes   Yes
Entity Management Export Client Focus Data Allows user to export client focus data. Yes     Yes Yes Yes Yes
Entity Management Grant Capability Allows user to grant capabilities to other users. Yes            
Entity Management Import Simple Client Focus Data Allows user to import client focus data. Yes            
Entity Management List All Groups Allows user to View All Groups (Overrides Group Membership). Yes            
Entity Management List Clients in All Groups Allows user to View All Clients (Overrides Group Membership). Yes            
Entity Management List Users in All Groups Allows user to View All Users (Overrides Group Membership). Yes            
Entity Management List/View Clients Allows user to View Clients. Yes     Yes Yes Yes Yes
Entity Management Make Professional Adviser Public Allows user to make professional advisers public. Yes            
Entity Management Make Supplier Public Allows user to make suppliers public. Yes            
Entity Management Manage All Complaints Allows user to create/view/edit complaints within all groups Yes     Yes Yes Yes Yes
Entity Management Manage Complaints Against Myself Allows user to manage complaints against the user Yes     Yes Yes Yes Yes
Entity Management Manage Complaints for clients in my group(s) Allows user to manage complaints in the user's group(s) Yes     Yes Yes Yes Yes
Entity Management Manage Group Hierarchy Allows user to manage user group hierarchy. Yes            
Entity Management Manage Group Licenses Allows user to manage license allocations of user groups. Yes            
Entity Management Manage Referrer Allows user to add/remove referrers Yes     Yes Yes Yes Yes
Entity Management Merge Client Data Allows user to merge client data. Yes            
Entity Management Modify All Clients Allows user to run special functions on all clients in one go. Yes     Yes Yes    
Entity Management Modify All Group Plans Allows user to run special functions on all group plans in one go. Yes     Yes Yes    
Entity Management Modify All Groups Allows user to run special functions on all groups in one go. Yes     Yes Yes    
Entity Management Modify All Professional Advisers Allows user to run special functions on all professional advisers in one go. Yes     Yes Yes    
Entity Management Modify All Referrers Allows user to run special functions on all referrers in one go. Yes     Yes Yes    
Entity Management Modify All Suppliers Allows user to run special functions on all suppliers in one go. Yes     Yes Yes    
Entity Management Modify All Users Allows user to run special functions on all users in one go. Yes            
Entity Management Modify Anything to All Clients Allows user to modify any client focus field to all clients in one go. Yes     Yes Yes    
Entity Management Modify Anything to All Users Allows user to modify any client focus field to all users in one go. Yes            
Entity Management Modify Own External Adviser ID's Allows user to modify their own external adviser ID's. Yes            
Entity Management Override From Email Address Allows user to send emails using an alternate From Address or as from clients' advisers Yes     Yes Yes Yes Yes
Entity Management Purge Partner Entity Allows user to purge the partner entity from the database. Yes     Yes Yes Yes Yes
Entity Management Reassign Administrators to Groups Allows user to modify the Administrator of a Group. Yes            
Entity Management Reassign Administrators to Users Allows user to modify the Administrator of a User. Yes            
Entity Management Reassign Advisers to Clients Allows user to Assign a Client to another User. Yes     Yes Yes Yes Yes
Entity Management Release Scenario Wizard Lock Allows the user to release the lock on a Scenario Wizard. Yes     Yes Yes Yes Yes
Entity Management Search External Adviser ID's Allows user to search external adviser ID's. Yes            
Entity Management Undelete Soft-Deleted Entities Allows user to undelete client entities that have been soft-deleted. Yes     Yes Yes Yes Yes
Entity Management Update Professional Adviser Capabilities Allows user to modify Prof.Adviser access capabilities. Yes     Yes Yes Yes Yes
Entity Management Update TFN Allows user to update but not view, merge or export client TFN Yes     Yes Yes Yes Yes
Entity Management Update Target Asset Allocation from Risk Profile Allows user to update target asset allocation from risk profile. Yes     Yes Yes Yes Yes
Entity Management User Group Membership Allows user to add clients to the advisor's user group. Yes     Yes Yes Yes Yes
Entity Management View All Professional Advisers Allows user to view any Prof.Adviser entities regardless of visibility settings. Yes            
Entity Management View All Suppliers Allows user to view any supplier entities regardless of visibility settings. Yes            
Entity Management View Entity Deletion Log Allows user to view logs of who and when client entities are deleted Yes            
Entity Management View TFN Allows user to view, merge and export client TFN Yes     Yes Yes Yes Yes
eApplications Access to eApplications. Access to eApplications, a system to pre-fill applications. Yes            
eApplications Authorise Other eApplications Allows user to Reject/Approve eApplication submitted by others. Yes            
eApplications Authorise eApplications Allows user to Reject/Approve own submitted eApplications. Yes            
eApplications Capability for Eapps to produce editable pdf documents. Documents produced by Eapps will be editable for users with this capability. Yes            
eApplications Direct eApplications Allows user to submit client and proposal details using eApplications. Yes            
eApplications Ignore eApplication Fund maximum value Ignore the maximum value when creating Fund eApplications. Yes            
eApplications Ignore eApplication Fund minimum value Ignore the minimum value when creating Fund eApplications. Yes            
eApplications Ignore eApplication Insurance maximum value Ignore the maximum value when creating Insurance eApplications. Yes            
eApplications Ignore eApplication Insurance minimum value Ignore the minimum value when creating Insurance eApplications. Yes            
eApplications Ignore eApplication Mortgage maximum value Ignore the maximum value when creating Mortgage eApplications. Yes            
eApplications Ignore eApplication Mortgage minimum value Ignore the minimum value when creating Mortgage eApplications. Yes            
eApplications Submit eApplications Allows user to submit client and proposal details using eApplications. Yes            
eApplications Submit to NextGen ApplyOnline Allows user to use NextGen ApplyOnline to send mortgage applications. Yes            
eApplications eApplications Product Administration Allows user to select the list of eApplications products the site has access to. Yes            
Insurance Access Business Risk Allows user to access Business Risk. Yes     Yes Yes    
Insurance Administer Insurance Approved Product Lists (member groups only) Allows user to administer insurance approved product lists Yes     Yes Yes Yes  
Insurance Administer Insurance Approved Product Lists (system wide) Allows user to administer all insurance approved product lists Yes            
Insurance Insurance Quotations (Risk Researcher) Access Risk Researcher personal insurance quotations. Yes     Yes   Yes Yes
Insurance Insurance Quotes Module (IQM) Access personal insurance policy quotations Yes     Yes     Yes
Insurance Insurance Research (Risk Researcher) Access Risk Researcher personal insurance research. Yes     Yes     Yes
Insurance Manual Risk Recommendations Allows user to make a risk recommendation without using research Yes     Yes     Yes
Insurance Modify IQM Administrative Settings Modify administrative settings for personal insurance policy quotations Yes            
Insurance Risk Researcher Weighting Profiles Use weighting profiles in Risk Researcher besides the neutral weighting profile. Yes     Yes     Yes
Invoicing Add Invoice Credit Note Allows user to add invoice credit note. Yes     Yes Yes Yes Yes
Invoicing Create/Edit Product Details Allows user to create/edit product details. Yes     Yes Yes Yes Yes
Invoicing Edit Existing Invoice Allows user to edit existing invoice. Yes     Yes Yes Yes Yes
Invoicing Edit Invoice Item Costs Allows user to edit invoice item costs. Yes     Yes Yes Yes Yes
Invoicing Edit Invoice/Payment User Allows user to edit invoice user. Yes     Yes Yes Yes Yes
Invoicing Edit Payment Allows user to edit existing payment. Yes     Yes Yes Yes Yes
Invoicing Invoicing Allows user to use invoicing module Yes     Yes Yes Yes Yes
Invoicing Invoicing Lock Date Override Allows user to override lock date Yes     Yes Yes Yes Yes
Invoicing Refund Payment Allows user to issue a refund to a client. Yes       Yes Yes  
Invoicing Remove Existing Invoice Allows user to remove an existing invoice. Yes     Yes Yes Yes Yes
Invoicing Remove Payment Allows user to remove existing payment. Yes     Yes Yes Yes Yes
Invoicing Take Payment Allows user to take a payment from a client. Yes     Yes Yes Yes Yes
Invoicing Use Payment Gateway Allows user to make payment via payment gateways Yes     Yes Yes Yes Yes
Invoicing View All Invoicing Products Allows user to view invoicing products regardless of their group membership Yes     Yes Yes Yes Yes
News Administer All News Channels Allows user to administer all news channels on the site Yes            
News Manage News Channels Allows user to manage and personalise news channels Yes     Yes Yes Yes Yes
Order tracking Implement STP as Administrator Allows user to submit client and proposal details via STP as the Primary Advisor if they are the Administrator of the client. Yes            
Order tracking Implement STP as Paraplanner Allows user to submit client and proposal details via STP as the Primary Advisor if they are the Paraplanner of the client. Yes            
Order tracking Implement STP as Secondary Adviser Allows user to submit client and proposal details via STP as the Primary Advisor if they are the Secondary Advisor of the client. Yes            
Order tracking Register Accounts with MLC Allows user to submit account details directly to MLC. Yes            
Order tracking Register Accounts with OnePath Allows user to submit account details directly to OnePath. Yes            
Portfolio Management Access Portfolio Model Menu Allows user to access portfolio model holdings menu. Yes     Yes   Yes  
Portfolio Management Add Portfolio Product List Allows user to edit portfolio product list Yes     Yes Yes Yes  
Portfolio Management Add/Maintain Private Products Allows user to create private portfolio product list Yes     Yes Yes Yes  
Portfolio Management Attribution and Contribution Reporting Allows the user to access Attribution and Contribution Screens and Reporting. Yes     Yes Yes Yes Yes
Portfolio Management CGT Links Allows user to access CGT menu and apply CGT linkings. Yes     Yes Yes Yes  
Portfolio Management Configure Corporate Action Setting Allows user to modify corporate action settings such as notifications and auto-execution. Yes            
Portfolio Management Delete Portfolio Cash & Accounts Allows user to delete portfolio cash and accounts. Yes     Yes Yes    
Portfolio Management Edit All Reports in Portfolio Report Builder Allows user to access all reports in portfolio report builder. Yes            
Portfolio Management Edit Corporate Actions Allows user to modify and add new corporate actions. Yes            
Portfolio Management Edit Foreign Exchange Settings Allows user to edit the foreign exchange and currency conversion settings used by IPS Yes            
Portfolio Management Edit Portfolio Account Lock Date Allows user to edit Portfolio Account lock date Yes     Yes Yes Yes  
Portfolio Management Edit Portfolio Cash & Accounts Allows user to add and edit portfolio cash and accounts. Yes     Yes Yes Yes  
Portfolio Management Edit Portfolio Data Allows user to edit client's portfolios. Yes     Yes Yes Yes  
Portfolio Management Edit Portfolio Model Allows user to edit client's portfolio model. Yes     Yes Yes Yes  
Portfolio Management Edit Portfolio Model Fees Allows user to edit model fees for a portfolio product Yes     Yes Yes Yes  
Portfolio Management Edit Portfolio Product Fees Allows user to edit management fees for a portfolio product Yes            
Portfolio Management Edit Portfolio Products Allows user to edit portfolio products Yes     Yes Yes Yes Yes
Portfolio Management Edit Portfolio Properties Allows user to modify portfolio properties. Yes     Yes Yes Yes Yes
Portfolio Management Edit Portfolio Settings Allows user to modify portfolio settings. Yes     Yes Yes Yes Yes
Portfolio Management Edit Product Assumptions Allows user to edit assumptions about the performance of portfolio products. Yes            
Portfolio Management Edit Security Type Names Allows user to edit portfolio security type names Yes            
Portfolio Management Edit/Maintain Target Set Category Allows user to create and maintain Target Set Category Yes     Yes Yes Yes Yes
Portfolio Management Implement Portfolio Proposal Allows user to access portfolio model implement page. Yes     Yes Yes Yes Yes
Portfolio Management Investor Allows user to access Investor Yes     Yes Yes Yes Yes
Portfolio Management Live Market Data Allows live pricing and depth for stock market data. Yes            
Portfolio Management Manage All Conflict Disclosures Allows user to manage all conflict disclosures Yes            
Portfolio Management Manage CFD Providers Allows user to create and update CFD providers Yes            
Portfolio Management Manage Custodial Entities Allows user to create and update custodial entities Yes            
Portfolio Management Manage Group Conflict Disclosures Allows user to manage conflict disclosures at the group level Yes            
Portfolio Management Manage Portfolio Groups Allows user to create and update portfolio groups Yes     Yes Yes Yes Yes
Portfolio Management Manage Research Providers Allows user to edit configuration on the providers for the product researches. Yes       Yes    
Portfolio Management Manage all Portfolio Target Sets Allows user to view and edit any Target Set (Overrides Target Set Restrictions). Yes            
Portfolio Management Portfolio Report Builder Allows user to access visible reports in portfolio report builder for editing. Yes     Yes Yes Yes Yes
Portfolio Management Portfolio Reports Configuration Allows user to modify portfolio report settings. Yes     Yes Yes Yes Yes
Portfolio Management Portfolio Target Sets Allows user to view, edit and apply Portfolio Target Sets. Yes     Yes Yes Yes Yes
Portfolio Management Run Corporate Actions Allows user to run corporate actions on accessible client portfolios. Yes     Yes Yes Yes Yes
Portfolio Management Search all products Allows user to search for all products, not just those in approved product lists. Yes     Yes Yes Yes Yes
Portfolio Management Set Portfolio Override Allows user to override the default iress portfolio account code and choose an existing ips account or specify a meaningful name. Yes     Yes Yes Yes  
Portfolio Management Transfer Portfolio Holdings Allows user to transfer holdings from one portfolio/account to another Yes     Yes Yes Yes  
Portfolio Management View CGT Analysis Allows user to view the CGT Analysis screen Yes     Yes Yes Yes Yes
Portfolio Management View Cash Summary/Match Allows user to view the Cash Summary and Cash Match screens Yes     Yes Yes Yes Yes
Portfolio Management View Corporate Actions Allows user to view corporate actions, and their logs. Yes     Yes Yes Yes Yes
Portfolio Management View Foreign Exchange Setup Allows user to view the foreign exchange and currency conversion settings used by IPS Yes     Yes Yes Yes Yes
Portfolio Management View Market Data Allows user to access stock market data. Yes     Yes Yes Yes Yes
Portfolio Management View Portfolio Allows user to view client's portfolios. Yes     Yes Yes Yes Yes
Portfolio Management View Portfolio (Live) Allows user to view client's portfolios with live pricing for holdings data. Yes            
Portfolio Management View Portfolios By Groups Allows user to view portfolios by groups Yes     Yes Yes Yes Yes
Portfolio Management View Recurring Transactions Allows user to view the Recurring Transactions screen Yes     Yes Yes Yes Yes
Portfolio Management WebIRESS Allows user to access WebIRESS Yes            

    • Related Articles

    • Hosted Solution Implementation - Checklist

      Hosted Solution Implementation Overview <Description>   Hosted Solution Implementation Checklist  New Adviser Checklist Creating the Group Adding Advisers Adding Risk Profiles Adding Corporate Image Table Style Setup Interface Setup Client Reporting  ...

    • Hosted Solution Implementation - Adding Advisers

      Adding Advisers Overview From the Add menu, select Add User   Enter the Adviser's Full Name, Click Next     Enter their phone number and email Set their access level to Inactive If Client is hosted solution - Need to set up a billing department for ...

    • Hosted Solution Implementation - CommPay Reporting

      CommPay Reporting Overview The CommPay module provides a reporting portal for the revenue processed by your AFSL via CommPay Back Office. After each pay run, reports can be run to reconcile the payment received. The 2 main reports you will need is ...

    • Hosted Solution Implementation - Datafeed

      Datafeed Setup Overview Send the Xplan Datafeed Set Up Request Form – Long V2 template located here (insert box link) to the Adviser and request they complete columns A-G. This will advise you which datafeeds need to be set up. Once received back, ...

    • Hosted Solution Setup - Checklist

      Hosted Solutions Setup Checklist <Description> Please complete the following form and attach required documents to send to our team here  

    • 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 ...