Hosted Solution Setup - Checklist

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• 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  ...

• Managed Solution Setup - Checklist

  Managed Solution 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 - 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 ...

• Hosted Solution Implementation - New Adviser Checklist

  New Adviser Checklist Overview Company Details     Company trading name     Company ABN Number     Corporated Authorised Rep #     Adviser Details     Authorised Rep / Corporated Authorised?     Adviser Full Name     Preferred Phone Number     ...

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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 ...

• 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

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• 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, ...

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• 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)

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• XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021

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