XPLAN Implementation Guide - Client Management

XPLAN Implementation Guide - Client Management

Practice Management Overview

Access the link to view the Online Tutorial on Practice Management here

 

Advanced Searching

TBC

 

Portfolio Report Favorites 

The purpose of this lesson is to provide information on how to help the users in your practice set their own favourite Portfolio Reports 

Further information on Portfolio Report Favorite here 

 

Managing Key Relationships

This lesson will give you an understanding of how to manage Key Relationships for your practice.
XPLAN allows you to maintain electronic records for your Key Business Relationships.

Further information on Managing Key Relationships here 

 

Modify All

The Modify All function allows for mass modification of selected client details for example, if a planner leaves and a new planner comes into the team and is now responsible for the clients.. Possible applications of this function include:

Further information on Modify All here


    • Related Articles

    • XPLAN Implementation Guide - Client Management: Modify All

      Modify All Overview The purpose of this session is to give instructions for Modify All XPLAN Champions are granted the capability to 'Modify All' to all clients they can view. No other users in your planning team will have this capability. This ...

    • XPLAN Implementation Guide - Overview and Navigation

      XPLAN Implementation Guide Overview and Navigation The purpose of this guide is to give the XPLAN Champion and the XPLAN Transition Consultant the information required to work together and ensure your practice is set up appropriately within XPLAN. ...

    • XPLAN Implementation Guide - Client Management: Portfolio Report Favorites 

      Portfolio Report Favorites Overview The purpose of this lesson is to provide information on how to help the users in your practice set their own favourite Portfolio Reports XPLAN has a large number Portfolio reports to choose from. You will need to ...

    • XPLAN Workshop - Portfolio Management

      Table of Contents Table of Contents.................................................................................................................................2 Welcome and Introduction ...

    • XPLAN Implementation Guide - Security Policy

      Security Policy Overview TBC   XPLAN Security Policy IRESS operate an ISO 27001:2013 certified Information Security Management System (ISMS). The ISMS covers IRESS’ global Financial Markets and Wealth Management hosted service offerings provided to ...

    • 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 ...