Hosted Solution Implementation - Creating the Group
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:
- Subject: WA XPLAN Licensee Creation Request
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.
- Subject: WA XPLAN Risk Profile Creation Request
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
- Add the service package descriptions in the first group.
- 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.
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