Risk Researcher - Settings

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• XPLAN Workshop - Risk Researcher

  Introduction  In this section, you will learn how to use Risk Researcher to carry out a client’s risk needs analysis and provide appropriate recommendations for your clients.    Overview Risk Researcher is a risk comparison tool which provides the ...

• Ultimate Guide to Risk Researcher

  Risk Researcher Course Overview What is this about? Risk Researcher is an XPLAN comparison and quoting tool that allows users to compare, quote and research insurance plans. This lesson provides you a step by step guide on how to complete a Risk ...

• Risk Researcher - Overview and Navigation

  Risk Researcher Overview and Navigation The purpose of this guide is to provide an overview of Risk Researcher and the navigation of Risk Researcher. Risk Researcher is a comprehensive insurance quotation system that gives you everything you need to ...

• Wealth Axis Wizards - Risk Profiler Wizard

  Risk Profiler Wizard Overview The purpose of this guide is to provide a step by step outline for entering information into the Risk Profile Wizard.  How to access the Risk Profiler Wizard Within the Client Menu, go to Wealth Axis FP Tools Navigate ...

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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

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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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