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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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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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🤓 Xplan Hint: Tracking Super Contributions
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance easier than ever. Key Features at a Glance Tracking : The element calculates the total sum of concessional (CCs) and…
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🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signature The system now guarantees the signature always matches the sender based on the chosen 'From address' It ensures consistency…
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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…
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Previous Address coding
I cannot find a code to pull in details of previous addresses into a Fact Find
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Settings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) Any advice would be much appreciated.. thank you
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🤓 Xplan Hint: Why not try a dynamic benchmark?
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk Researcher scenario when you are providing advice on a Family Trusts investments only? You should try Dynamic Benchmarks!…