XPLAN Version Enhancements - September 2021 (Version 21.9.187 and 21.9.188)
XPLAN Version Enhancements - September 2021 (Versions 21.9.187 & 21.9.188)
Client Focus
Fee Consent Account Number Added to Audit Trail (21.9.187)
The description of fee consent account has been changed to display the relevant account number in the advice fee consent information in the client audit trail. This change will apply to changes made after the upgrade and will not retroactively update previous audit trail entries.
For reporting on fee consent changes, the description has also been added as an available column within audit trail xports.
Disclosure Statement field now included in opt-in master entity set of fields (21.9.188)
The disclosure statement field within the opt-in and fee consent element was introduced in 21.2.156 to be able to link and merge fee disclosure statements (FDS). With the 1 July 2021 legislative changes requiring opt-in to be provided with an FDS, changes have been made to include the disclosure statement field as one of the opt-in and FDS fields that can be synced from a master entity.
When selecting a master entity in the use master entity field, the disclosure statement field will become view only and will use and display the document note attachment linked to the master entity that has been selected. The merge and link functions will also be displayed.
If another entity is already selected in the use master entity field prior to upgrade, the disclosure statement field will only be synced post upgrade after the set of opt-in/FDS fields is saved for the master entity (no change to field content is required).
Portfolios
Investment Manager
The XPLAN portfolio transactions Hub screen has been updated with enhanced search and filtering capabilities. You now have the ability to:
- Carry forward your list of working account group or portfolio list to the transactions hub and search for applicable transactions;
- Search for trades only;
- Search and filter transaction results efficiently;
- View additional transactional data in the table (e.g. vendor references, broker details and client reference details).
This functionality is enabled on your XPLAN site via request only. Please contact support@wealthaxis.com.au for more information.
XPLAN Fixes
Client Focus |
Fortnightly recurring tasks not adding to entities has been fixed in 21.9.188 |
Xtools+/CALM |
Xtools+ using import wizard with IPS setting no longer results in traceback errors (21.9.187) |
Portfolios |
Cancel and bulk orders are now sent to the specified destination successfully (21.9.187) |
Proposals not being deleted after they have been successfully submitted as orders has bow been resolved (21.9.187) |
Proposals created or modified by users who may no longer be valid can be displayed in all proposal related screens without issue (21.9.187) |
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