Best Of
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Re: Your Xplan optimisation questions, answered
Thank you! You're amazing, love it!2 -
Re: Your Xplan optimisation questions, answered
Hi @tara, there sure is. For Risk Researcher recommended products, you can find the Xmerge code for the PDS name and issue date here: Xmerge Syntax – Risk Researcher - Return Cover Type for Existing …1 -
March 2026 - Feature Round Up
👤 Client Focus Removal of BSB Lookup - we’ve retired the BSB Lookup functionality on the Bank Details page in Client Focus. The BSB Lookup control that previously searched and populated Bank State B…1 -
🤓 Xplan Hint: SMA’s where are you?
Following on from our improved Advanced Search function that allows you to search for a specific SMA holding, did you know you can now simply search for clients who do or do not have an SMA? We have …1 -
Re: Help your clients Visualise their future
Love this @"courtney.youngblutt"! I particularly love how much Visualise can be used to enhance the client experience1 -
🤓 Xplan Hint: Insurance commission consent in Client Focus
Did you know that you can now capture insurance commission consent details directly against insurance policies in Xplan’s Client Focus? Under the Delivering Better Financial Outcomes (DBFO) Act 2024,…1
