Hosted Solution Implementation - Table Style Setup

Hosted Solution Implementation - Table Style Setup

Table Style Setup Overview

Adapt Wealth's Table Style $ %
A $1,500 2%
B $2,000 3%
C $23,000 30%
D $50,000 65%
Subtotal $76,500 100%
Total $76,500 100%

 

  • Adapt Wealth Management has provided the above table style to use for its reports. In order to create a table style, you will need to navigate to XPLAN > Administration Functions > Templates
  • Now navigate to the Table Format menu



  • Click on the Add button



  • The name should be simply the company name (exactly as entered previously)



  • I have used a program called Color Detector for Windows to identify the Hex values for their colours

    #726b56
    #fcda97
    #feedc7
    #d5d2c7

    Their table has no borders


     
  • Extended Styling is for more complex portfolio reporting. Click the Refresh button on the left to test your settings



  • Enter in the font colours now - ensure that they are visible in all cells



  • Click the Save button and you're finished! 

    • 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 Setup - Checklist

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

    • Hosted Solution Implementation - Interface Setup

      Interface Setup Overview Step 1: Open the Interface page   Step 2: Click on the down button next to Wealth Axis FP Tools and then Update Conditions   Step 3: Visit Entity/User Group Conditions and click on the field with the company names   Step 4: ...

    • 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 ...

    • 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 ...

    • 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 ...