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Ultimate Guide to XTOOLS+
XTOOLS+ Course Overview What is this about? XTOOLS+ This course aims to provide you with the necessary skills on Xtools+ to model various steps and present the cashflow and asset modelling results to your clients. The XTOOLS+ tool will be covered ...
XTOOLS - XTOOLS Engage
Engage Tools For the purpose of this guide we will be working through two of the seven engage tools so that you get a feel for the input screens and fields. As the engage tools are designed to be to be client-facing and client-friendly, they are ...
Ultimate Guide to Coding
Coding Course Overview What is this about? This course covers some of the tools and knowledge required to commence coding documents, ranging from a basic letter to more complex documents. It also provides the knowledge and skills required to make ...
Ultimate Guide to Engage
Engage Course Overview What is this about? This session will focus on using XPLAN’s scenario based, quick projection calculators, XTOOLS and Engage, for a couple in accumulation phase. You will become familiar with the design and function of these, ...
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. ...
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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, ...