Ultimate Guide to Key Relationships

Ultimate Guide to Key Relationships

Key Relationships Course Overview 

What is this about?

This course aims to provide you with the necessary skills on managing your Practices and Client's Key Relationships in your XPLAN site.

 

Fundamentals of Key Relationships

 

 

Fundamentals Key Relationships Test

To access the training assessment click on the following link here

 

Master Key Relationships

  •  There is no content at the Masters Level for Key Relationships.

 

 

 

Master Key Relationships Test

To access the training assessment click on the following link here

    • Related Articles

    • Key Relationships - Suppliers

      Suppliers Overview The purpose of this guide is to provide instructions on managing Suppliers in XPLAN.   How to access the Supplier list External suppliers can be entered into XPLAN. These entities can be used to address emails. Supplier visibility, ...

    • 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 ...

    • Key Relationships - Referrers

         Managing Referrals in XPLAN - Referrers Overview                                                  The purpose of this guide is to provide instructions on managing Referrers in XPLAN. How to access the Referrer list Referrers are external contacts ...

    • Key Relationships - Group Insurance Plan

      Group Insurance Plan Overview The purpose of this guide is to provide instructions on managing Group Insurance Plans in XPLAN.   How to access the Group Plan List Groups Plans allow for the policies of individual entities to be associated within a ...

    • Key Relationships - Overview and Navigation

      Key Relationships Overview and Navigation This lesson will give you an understanding of how to manage Key Relationships for your practice. XPLAN allows you to maintain electronic records for your Key Business Relationships. There are five main areas: ...

    • Popular Articles

    • 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, ...

    • 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)

      XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...

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

      HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their  XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...