Site Administration - System Settings

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  Site Administration Course Overview  What is this about? This course is aimed at providing site administrators with knowledge of the administrative settings within XPLAN. You will understand how to Administer your XPLAN site to better meet your ...

• XPLAN Workshop - Site Administration

  XPLAN and the Advice Process Introduction 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 ...

• Client Online Access - System Settings: XPLAN Touch

  XPLAN Touch Overview Learn about the System Settings for XPLAN Touch for Clients. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 26, 2017)   Accessing XPLAN Touch Accessing the site 1. ...

• Site Administration - Overview and Navigation

  Access Levels Understand how to amend Access Levels. Further information on Access Levels here   Assumption Management <Description> Further information on Assumption Management here   Deactivating a User <Description> Further information on ...

• Risk Researcher - Settings

  Settings Overview <Description>   Scenario Settings The Risk Researcher Settings provides advisers with options that allows customisation of . The settings contains the following areas: Weighting Profiles Validation Settings Product List Adviser ...

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• 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, ...

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• 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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