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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?…
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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…
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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.
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Client History Tracking
Hi, Is there any report that I can generate that shows me the history of financial advisers who were atributed to that client. When one of the financial advisers left we changed it to the new adviser. Is there anyway we can track the changes made?
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The Secret is Out: The Official Client List
For years, many financial planning businesses have been operating with a hidden weakness. It is not always obvious from the outside. The advisers may be capable. The clients may be loyal. Revenue may be recurring. The team may be busy. The CRM may even look full and active. But underneath, one basic question often remains…
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From Good to Exceptional: The Subtle Architecture of High-Performing Practices
Most advice businesses operate at a high level, maintaining stable revenue, professional teams, and satisfied clients. From the outside, these firms appear solid; there is no crisis to solve or obvious weakness demanding attention. However, for many owners, there comes a quiet moment where "solid" no longer feels like…
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Bulk import - User data
Hi Team, We do bulk imports (override and append) for clients on a daily basis, but has never tried it for maintaining User data. And since I was tasked to update a field (Region Manager Name) for all users, I think doing a bulk override would be the most practical way. But I can't seem to figure out the correct field key…
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Is there a bulk way to remove account numbers 'Portfolio Account Name' from data feeds - into IPS
Due to Cyber Security policies I am looking for a bulk way to remove account numbers that are populated in 'Portfolio Account Name' from datafeeds which feeds into IPS portfolio and subsequently into portfolio reports. As I cant have account numbers go to clients in emails unless documents are password protected with…
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Ausiex Datafeeds
Hi Team, I am getting the run around in relation to Ausiex datafeeds. They have confirmed Xplan does have the feed for their products but are unsure what the Vendor name is in Xplan so that I can set up the datafeeds. Can anyone please confirm for me if Xplan can receive datafeeds from Ausiex and if so what is the Vendor…
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Copying current Investment Options into your WealthSolver Proposed scenarios
Overview User feedback highlighted that you wanted a streamlined way for WealthSolver to replicate an asset mix from one plan to another. This insight guided the creation of a new solution to improve workflow efficiency, and also enabled the ability to waive transaction costs. What’s New? The Add Investments screen has…