Wizard Configuration Guidelines - Client Snapshot
Client Snapshot Wizard Configuration Guidelines
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Sections
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Description
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Cover Page
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This is customisable as part of your on boarding process. You can have a single custom cover page per merge template. If you do not supply any cover page template, this section will appear blank.
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Content - Assets & Liabilities
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Estate Planning
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Social Security
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Life Risk Insurance
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Portfolio Position
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Super & Retirement Savings
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Net Cashflow Position
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This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan
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Content - Objectives & Goals
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Practices will have the ability to
- Change the heading for this page as part of the set-up process
- Use the Wealth Axis Standard Objectives library as well as storing your own standard Objectives as Manage Field Content in Xplan
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