xplan hint

🤓 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…
🤓 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…
🤓 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!…
🤓 Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will need to obtain informed client consent before implementing advice or receiving commissions. (Delivering Better Financial…
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insurance policies - it enables targeted searches that would be difficult to achieve with regular advanced search criteria. Ever…
🤓 Xplan Hint: Link to another Xplan page
Did you know you can add hyperlinks to another page in Xplan? This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to the job queue after completing a wizard doc merge, so they can see where they are in the queue. Check out this Community piece…
🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you are redirected to the Client Focus > Existing Insurance section, where you can make the necessary changes. Upon saving the edited…
🤓 Xplan Hint: Visualising Aged Care
Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care possibilities with your clients. With Visualise you can: Enter client data quickly Model aged care entry (fees and income support)…
🤓 Xplan Hint: Stop Scrolling and Master Your File Notes
How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes related to a specific topic. Using Notes effectively isn't just about capturing the note. It's about making it findable for you…
🤓 Xplan Hint: Let your clients Visualise their future from the get-go
Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes? Instead of spending your first meeting collecting data, use Visualise to engage your clients right from the start and effectively demonstrate the value of your…
🤓 Xplan Hint: Client Portal Config at your fingertips
Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect…
🤓 Xplan Hint: Resize multi-fields
Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this…
🤓 Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this hint will certainly take the tedium out of your day! On the client list screen (you can filter these via Advanced Search or any…
🤓 Xplan Hint: Use task outcomes to automatically update fields
Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply complete the task and have it update the fields for you! Imagine you have a process where every new prospect is asked to log in to…
🤓 Xplan Hint: Compare Xtools+ Scenarios
Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different options is key to help make informed decisions. The Xtools+ Compare Charts function is a powerful tool designed for exactly this.…
🤓 Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms to anticipate what you’re looking for - before you finish typing. Yes, that’s right, finding the right fields in Advanced…
🤓 Xplan Hint: L is for Learning
Did you know that accessing the Iress Learning Centre is now as simple as finding Help in the Iress Community? Yep, you all loved H for Help so much that we went ahead and introduced L for Learning. You saw " H for Help " and asked, “Why not have a similar feature to direct the users to the Iress Learning Centre?” We…
🤓 Xplan Hint: Validate data with Regex
Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for data validation, they act like a strict quality controller for your text fields! You can use Regex to enforce specific formats,…
🤓 Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word?
Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format. First, figure out which…
🤓 Xplan Hint: Embrace the Emoji
Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular…
🤓 Xplan Hint: Managed Field Content
Did you know we recently made some updates to how you administer Managed Field Content? Yep, you’ve been asking for a while and we have delivered - with the right capabilities, you can now delete managed field content created by another user. And you can edit the name of saved content without it creating a new item! You’ll…
🤓Xplan Hint: When you just want to see the document before completing the wizard in full.
Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to end up in the document”, while they’re ticking boxes and adding content within an Xplan wizard. I’m a big believer that all…
🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios >…
🤓 Xplan Hint: H is for Help!
Did you know you can get instant help in Xplan? Just highlight any text on screen, hold down the 'H' key, and be taken straight to the relevant help menu in Iress Community! Imagine you're navigating Xplan and come across a section you need more information on. Instead of breaking your workflow to manually search for…
🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox with the latest release details so you’ll never have to say, “Oh, I didn’t know that”, ever again. There are some very cool…
🤓 Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact details, user fields, adviser roles, and even partner relationships. It’s a game-changer when you need ultra-targeted search…
🤓 Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer need to navigate to the datafeed reconciliation reporting screens - you can view the provider balances (as sent to IressNet)…
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page for most of your every day activities. Everything you need (most of the time), right at your fingertips in one location. Why…
🤓 Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to…
🤓 Xplan Hint: Controlling the name of your xmerge outputs
Did you know you can control the filename of your xmerge outputs? Are you all too familiar with opening attachment after attachment with the default ‘reportout-5583-4567’ generic filename when trying to locate a specific document? If so, then you are doing things the hard way. By adding a simple line of code to your…

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