Ultimate Guide to Site Customisation
Site Customisation Course Overview
What is this about?
This course is aimed at providing site administrators with knowledge of the customisations available within XPLAN. You will understand how to customise your XPLAN site to better meet your needs. The course has been structured in a way that will provide you with a good understanding of XPLAN customisation capabilities and how these can be applied to your site.
Fundamentals of Site Customisation
- There is no content for Site Customisation at the Fundamentals Level
Fundamentals Site Customisation Test
To access the training assessment click on the following link here.
Master Site Customisation
Master Site Customisation Test
To access the training assessment click on the following link here.
Related Articles
Ultimate Guide to Site Administration
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 ...
Ultimate Guide to Threads
Threads Course Overview What is this about? This course aims to provide you with the necessary skills on managing your Workflow using Threads through your XPLAN site. A thread is a series of related tasks, designed to follow a certain process. ...
Ultimate Guide to Datafeed
Datafeed Course Overview What is this about? This course is aimed at providing users with the skills to initiate new datafeeds as well as understanding datafeed reports. This guide covers a basic overview of what datafeeds are and an overview of the ...
Site Customisation - Fields
Fields Overview <Description> Conditioning Fields Understand how to condition Fields. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016) Creating a Bool Field Understand how to ...
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 ...
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 ...