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🤓 Xplan Hint: Workflow groups - assign tasks to a group of people rather than an individual
Did you know you can create a workflow group to assign tasks to as part of a case or thread template? Ever needed to assign a task to a paraplanning work group or a client services team, rather than to an individual or specific role? Super useful for when your business operates using a pool of people who pick up tasks…
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🤓 Xplan Hint: Client List - generating a report
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into a CSV file. What's even better is the newest available feature that will export the exact columns you have in your client…
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🤓 Xplan Hint: Model changing investment profiles in CALM
Did you know you can model changing investment profiles in Xtools+ using Life Stages? As clients move through different phases of life, their risk tolerance and investment needs shift. That’s where Life Stages in CALM come in—letting you automatically adjust investment profiles over time, based on age or balance. For…
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🤓 Xplan Hint: Search smarter from the Xplan search bar
Did you know you can search notes, workflow, policies, assets & portfolios straight from the Xplan search bar? Need to find something quickly? Look no further than the top right-hand corner of Xplan. I’d guesstimate that 95% of Xplan’s users only ever use this function to search for clients or to access saved Advanced…
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🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create your own shortcuts to these by saving them to your Links page. Next time you find yourself searching for a menu item that you…
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🤓 Xplan Hint: Getting fancy with client search
Did you know about client search prefixes? Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode “2000”, I can just use the prefix pcode in the Quick Search box: This could be useful if you need to do specific…
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🤓 Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself building the same types of scenarios in Xtools+ (think: super contributions, pension strategies, or asset sell-down sequences),…
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🤓 Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs your eye to what's most important to you in your role. How? Select preferences from below your name; Navigate to General; Select…
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🤓 Xplan Hint: Don’t get caught with your pants down with IressID
Did you know that IressID is coming? You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user. IressID is a centralised identity management system that provides secure, streamlined access across Iress products. What this means for you is that you’ll be…
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🤓 Xplan Hint: Auto reassign tasks
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes on leave. Save time not having to monitor a second person’s task list when they are away. The perfect tool for when your workflows…