Wealth Axis Wizards - Third Party Authority Letter
Overview
The Third Party Authority Letter Wizard in XPlan allows users to generate a Third Party Authority Letter, quickly and easily with minimal editing required once merged.
How to access the Letter Wizard
Within the Client Menu, go to Wealth Axis FP Tools
Navigate to E2E Wizard > 04 Third Party Authority Letter
- Use the 04 Third Party Authority Letter Wizard navigation menu on the left to navigate after selecting the relevant Wizard Scenario as instructed below.
NOTE: This wizard is a scenario based wizard. For further information on how to use and generate wizards including creating and modifying scenarios please click here.
Third Party Info
This page allows users to add the Third Party Details required to be included in the letter.
- Click on Add in the top right corner
- Utilise this page to add accordingly. Don't forget about the Add More feature for adding multiple entries.
- Click on Save
- Click on Next to continue
Sender & Recipient
This page of the wizard allows users to select who the recipient of the letter is.
- Letter recipient is: Letters are typically addressed to the Client but can also be addressed to the Adviser as well as Other.
- If Client is selected then users have the ability to determine which entities are included in the letter.
- If Adviser is selected.
- If Other is selected then users have the ability to enter details manually accordingly.
The same options are available for Sender (as recipient)
- Select the appropriate option and then click on Next.
The Wizard has now been completed. Users are able to click on Merge Letter or View/Edit Entity Details or Restart Wizard;
- Click on Merge Letter
- Click on Execute.
- Click on OK.
The letter is now available to view (and edit as required). Click on the envelope and then Download Report.
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