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.
Your Transition Consultant will book time with you over the phone to walk through the guide. They will explain the content of the guide but it will be your responsibility to complete the set up tasks in your own time. Your Transition Consultant will help you troubleshoot as needed.
Once you and your Transition Consultant have walked through this guide and completed any set-up tasks, your practice will be ready to complete transition and hand over to the Advice Platform Support team.
To view the Overview and Navigation of XPLAN IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jul 28, 2016)
You will learn how to help setup your Practice using the following settings in XPLAN
You will learn how to help the staff in your office set up the following settings in XPLAN
This guides the user on configuring and customising XPLAN to suit the needs of the user.
Further information on Customising Views and Lists here
XPLAN allows you to create your own email signatures that can be appended to emails that you send from XPLAN. The following guide shows you how you can create your own email signature via the Preferences > Email > Signature options menu and also how you can insert your own logos into your emails.
Further information on Email Signature here
The purpose of this lesson is to provide instructions on utilising the diary sync functionality and how to access and setup diary templates
Further information on Diary Setup here
The purpose of this lesson is to provide instructions on how to access and set up IMAP and Outlook Integration for yourself.
Further information on IMAP here
The purpose of this guide is to provide instructions on how to use SMS Emails in XPLAN. XPLAN has the ability to send SMS emails, in conjunction with third party SMS gateways, to one or more clients simultaneously.
Further information on SMS here
The purpose of this guide is to provide instructions on how to access and setup User Preferences, Editing a User, Editing a User's Password, and Accessing and Setting Task Preferences.
Further information on Preference and Customisation here
The purpose of this lesson is to show you the steps to set up your own Managed Field Content that can be used when SOA documents are being created.
Managed Content will help you to personalise your letters, Statements of Advice and Review documents for your clients.
Further information on SOA Managed Content here
The purpose of this guide is to give you further instructions around XPLAN customisation in regards to your day to day client management.
Further information on Client Management Tips and Tricks here
Datafeeds represent an efficient way to import portfolio transactions from a third-party. Incoming data is processed and matched against clients, automatically updating their current portfolio holdings.
Further information on Datafeed Admin here
The purpose of this guide is to provide you with the list of minimum work requirements for XPLAN
Further information on Minimum Work Station Requirements here
The “Required XPLAN Access Level” field is a mandatory field which allows you to specify the appropriate XPLAN access levels to be assigned to users in your practice.
Further information on User and Module/Licenses Request Overview here
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Further information on Coding here
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Further information on Security Policy here