XPLAN Implementation Guide - Client Management: Modify All - Suppliers/Professional Advisers

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• 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 ...

• Hosted Solution Implementation - Capabilities

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  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 ...

• Key Relationships - Professional Advisers

  Professional Advisers Overview The purpose of this guide is to provide instructions on managing Professional Advisers in XPLAN.   How to access the Professional Adviser list Professional Advisers are external contacts that provide information or ...

• Conversion Process Guide - XPLAN: XPLAN Conversion Guide

    XPLAN to XPLAN Conversion Guide Overview This document provides a summary of the data that will be included when data is converted from one XPLAN site to another and should be read in conjunction with the XPLAN to XPLAN Field Guide. Please ensure ...

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• 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

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  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, ...

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• XPLAN: Task Notifications - Redirecting

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• XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)

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