Ultimate Guide to XTOOLS+

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 in more detail in the XPLAN classroom training. Users are encouraged to view these short webinars prior to attending classroom training.

To access the eLearning modules for this course please click on the following link here.

 

Fundamentals of XTOOLS+

  • There is no content on Xtools+ at a Fundamentals level at present.

 

Fundamentals XTOOLS+ Test

To access the training assessment click on the following link here

 

Master XTOOLS+

  

Master XTOOLS+ Test

To access the training assessment click on the following link here


    • Related Articles

    • Ultimate Guide to XTOOLS

      XTOOLS Course Overview  What is this about? This course aims to provide you with the necessary skills on using XTOOLS and Engage projection calculators. You will become familiar with the design and function of these, and become competent in the use ...

    • 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. ...

    • 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 ...