Creating the Group Overview

• From the Add menu, select Add Group
  
  
  
  
• Enter the name of the company
  
  

• Add Hierarchy Details
  
  Set the Hierarchy Level to Practice and leave Hierarchy Parent as blank.
  
  
• Update the ABN and Corporate Authorised Representative Details under Branch
  
  
  
  
• Click Create
• Click on Contact in menu. Add in the contact details i.e. address, phone, email, etc.

Group Configuration

Licensee Configuration

• Select the Licensee from the drop-down. If the Licensee does not exist, contact support@wealthaxis.com.au with the following details:
  • Subject: WA XPLAN Licensee Creation Request 
    • Licensee Name:
    • Licensee ABN:
    • Licensee AFSL:
    • Licensee ACL:
    • Licensee Address:
    • Licensee Phone:
    • Licensee Fax:
    • Licensee Email:
    • Licensee Website:

NOTE: The above is also applicable for self-licensed practices.

Risk Profile

• Select the Risk Profile from the drop-down. If the Risk Profile does not exist, contact  support@wealthaxis.com.au with the following details:
  • Subject: WA XPLAN Risk Profile Creation Request
    • Name of Practice:
    • Name of Licensee:
    • ATTACHED: documents with the risk profiles, asset allocations, and descriptions for each of the risk profiles.

Branding

• Select the Branding Application: 
  • Single Branding if the practice is self-licensed.
  • Dual Branding if the practice is not self-licensed.
• Each of the branding images must be uploaded in the correct size. If the branding supplied by the practice is not the correct size, please forward all branding to elitovski@wealthaxis.com.au.
  • Practice Logo (Size: 60mm x 30mm)
  • Letter Cover Page (A4: 210mm x 297mm)
  • Letter Header (A4: 210mm x 50mm)
  • Letter Footer (A4: 210mm x 30mm)

Misc. Settings

• The following settings should be set based on the information supplied by the practice.
  
  • Related Accounting Firm Info
  • Advice Validity Period
  • Service Offering Source
  • FDS Fee Source

Practice Content

Service Package

1. Add the service package descriptions in the first group.
2. Add each service offering for each respective service package in the second group.

Other pages

• About The Company
• About Adviser
• Our Team
• Why Us
• Commitment Poster
• The Advice Process
• Investment Philosophy
• Insurance Philosophy
• Office Location Map
• Privacy Policy
• FSG
• AML Customer Brochure
• Insurance Selection Process
• In The News
• Market Commentary

Threads
In order to have to access to the all of the wealth axis threads, you will need to add the user called 'Public Threads' as a member to the newly created group, as per the screenshot below.