-
Insurance Datafeeds
Is anyone using insurance datafeeds in XPlan? Do they work well? I know in the past they've had some issues.
-
Does anyone know the correct Syntax for the Portfolio ICR collumn
Hi guys, I'm building a switch ROA template in Xmerge, does anyone knwo what the correct syntax is to get the ICR collumn to show? Currently using the following code which is giving me a nice table with current, proposed and change but no ICR data. <:=$client.DoReport.ips.proposal_rv_00470(portfolios='CX', date='Today',…
-
Indexation of Aged Care Published Accommodation Deposit / RAD
It appears that when entering a Published Accommodation Deposit value in XTOOLS+, the value cannot be changed over time. For example, if the Published Accommodation Deposit as advertised today at say $690k is entered, but the client is not expected to enter Aged Care for a further 10 years, the model will still show the…
-
Streamlining bulk investment switches into target sets & ROA generation
Hi everyone, I'm currently looking for a process to streamline our investment switch process into our new target sets, specifically regarding the generation of the corresponding ROAs in bulk. While I’ve been looking into custom Xmerge templates to streamline this, I'm hitting a few roadblocks with the exact data paths and…
-
Help with XMerge from Commpay
Hi everyone, I'm looking to merge out some information from Commpay, specifically the Accounts list in Commpay>Transactions. Is there any Xmerge or ability to generate a report with the listing including: - Account name - Account Code - Hierarchy (Most important) - Account Category - Status - Contact Name - Contact Primary…
-
How do I remove the Time Taken tracker from a user's profile?
Screenshot example attached.
-
CoPilot and xPlan
Anyone using CoPilot (web chat) inside xPlan that has any quick wins or what you use it for? This would be within Client Focus, not xTools or Portfolio. We have just received access to CoPilot and keen to see if we can use it inside xPlan. Thanks
-
Wealth Solver - Super Contribution tabs
In WealthSolver, what is the recommended way to model additional super contribution advice, particularly where the contribution is funded from a client’s cash account? Should the contribution be entered as a rollover / transfer from cash to super, or should it be entered under Plan Review Options → Specified Contributions?…
-
When a Good Practice Decides to Become Exceptional
A practical note on structural refinement and clarity Most advice businesses we meet are already performing at a high level. Clients are well cared for, revenue is stable, compliance standards are met and the team operates with professionalism. From both the outside and inside, the business feels solid. There is no crisis…
-
Exporting all dcouments saved on Xplan
How do I export all documents for all clients saved on Xplan including everything including notes under File Notes, or any documents saved on other section of the client.