WealthSolver - Settings

• Related Articles

• Ultimate Guide to WealthSolver

  WealthSolver Course Overview What is this about? This course aims to provide you with the necessary skills on WealthSolver which is a investment planning advice and comparison tool designed to provide you with an efficient process in which to ...

• WealthSolver - Overview and Navigation

  WealthSolver Overview and Navigation The purpose of the WealthSolver user guide is to provide instructions on how to: Correctly enter your client’s investment information into XPLAN Create a scenario in WealthSolver Use WealthSolver to recommend a ...

• WealthSolver - Accessing WealthSolver: Home Menu

  Accessing WealthSolver from the Home Menu Overview In this section, you will learn how to access WealthSolver to carry out detailed plan research to assist making recommendations for your clients. Click on the ‘Home’ menu button to access the section ...

• WealthSolver - Research

  Research Overview The purpose of this guide is to provide you with an overview of WealthSolver's Research function. Research is used to view the investment research data available within WealthSolver. To view the IRESS Insights Video, please view the ...

• Site Administration - System Settings

  System Settings Overview <Description>   Client Focus Diary Understand how to set the Diary options in System Settings. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)    Client ...

• 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 ...