Key Relationships - Professional Advisers
Professional Advisers Overview
The purpose of this guide is to provide instructions on managing Professional Advisers in XPLAN.
How to access the Professional Adviser list
Professional Advisers are external contacts that provide information or services for a client. These can be linked to a client's file.
From the Title Bar at the top of the screen:
- Click XPLAN > Administration Functions > Key Relationships.
- In the left hand navigation menu, select Prof Advisers > Result.
- A list of all Professional Advisers displays.
- Click on the name of the Professional Adviser to access it.
How to Create a Professional Adviser
From the Professional Advisers list:
- Click Add.
- The Add Common Professional Adviser page displays.
- Enter the Type of the Professional Adviser:
- Enter the Key Details of the Professional Adviser, note this can be an individual or a company entity:
- Enter the remaining relevant information.
- Click Save.
How to View Clients under a Professional Adviser
From the Professional Advisers list:
- Click on the name of the Professional Adviser.
- From the left hand navigation menu, select Admin > Clients.
- A list of related clients will display.
- Click PDF to generate a report of the clients.
How to Add a Professional Adviser to a Client
From within a client file:
- Navigate to Financial Planning Details > Terms of Adviser > Advisers:
- Click Add under the Other Professionals and Advisers panel:
- Search for and Select the professional Adviser.
- Click Save.
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