Portfolio (IPS) - IPS Admin

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  Corporate Actions Overview The purpose of this guide is to provide information on corporate actions and instructions on using corporate actions in XPLAN. A corporate action is any event that brings material change to a company. In the case of a share ...

• Portfolio (IPS) - IPS Admin: Transfer Holdings

  Transfer Holdings Overview The purpose of this guide is to provide instructions on transferring portfolio holdings. Holdings held by clients can be transferred between their Portfolio Accounts, or even to a different client. To view the IRESS ...

• Portfolio (IPS) - IPS Admin: Merge Holdings

  Merge Holdings Overview The purpose of this guide is to provide instructions on merging 2 portfolio holdings together.   Merge Holdings To access the Transfer Holdings screen: In the client navigation menu, locate and click on Portfolios. The menu ...

• XPLAN Workshop - Portfolio IPS

  Navigating XPLAN (Refresher) XPLAN Overview XPLAN is a web based financial planning software package that brings together the different stages in the advice process through the use of a number of modules and tools. XPLAN enables delivery of advice to ...

• Portfolio (IPS) - Overview and Navigation

  IPS Overview and Navigation The purpose of this guide is to provide an overview of the Portfolio component To view the IRESS Insights Video, please view the following link here and here. (Created by Anthony Derriscott on July 28, 2016) Portfolio's is ...

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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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• 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)

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

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