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🤓 Xplan Hint: Customising WealthSolver Star Ratings
Did you know you can configure the star ratings in WealthSolver to reflect the specific product features your practice values most? Why? By default, the research data in WealthSolver is strictly factual and impartial. It doesn't offer a subjective opinion on the quality of a platform or fund. However, many site admins…
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🤓 Xplan Hint: Using Life Risk Statistics in Advice Documents
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
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🤓 Xplan Hint: Using Life Risk Statistics in Advice Documents
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
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🤓 Xplan Hint: The Xmerge Library in Iress Community
For all you coders out there, did you know there is a dedicated Xmerge Library in the Iress Community that houses a collection of pre-built templates, code snippets, and technical guides? Most site admins and paraplanners have felt the frustration of staring at a blank Word document trying to remember the exact syntax for…
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🤓 Xplan Hint: Xplan Training Guides
Did you know you can easily access a ton of Xplan Training Guides for download via the Iress Learning Centre? ☑️ Keep close by as an easy reference. ☑️ Share with new team members to help get them up to speed. ☑️ Use as a basis to conduct your own internal upskilling sessions. Everything from new user basics to complex…
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🤓 Xplan Hint: We heard from you that a recent change to email signatures inadvertently caused a few challenges in some edge cases - so we fixed it.
𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗻𝗼𝘄 𝘁𝗼𝗴𝗴𝗹𝗲 𝘁𝗵𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 "𝗙𝗿𝗼𝗺" 𝗲𝗺𝗮𝗶𝗹 𝘀𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲 𝗼𝗻 𝗼𝗿 𝗼𝗳𝗳? You now control whether the personal signature for the "From / Override From" user is added to your email. A new option appears when composing or configuring emails: Include “From” or “Override From” address personal email signature…
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🤓 Xplan Hint: Customising the "View Source" Screens
Did you know you can configure the specific fields that appear when you click through to see more information on an Asset, Liability, Existing Fund, Annuity or Insurance record from the Net Position screen, a dashboard widget or the "View Source" option from an income or expense record? Clicking through from the net…
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🤓 Xplan Hint: WealthSolver Compliance Check
Did you know you can run a dedicated "Check Compliance" report against your WealthSolver scenarios to catch red flags and data errors before they ever reach your advice document? With a single click, the report checks your scenario for products without an asset allocation or balance discrepancies, closed investment…
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🤓 Xplan Hint: Streamlining Proposals with Automatic Plan Review
Did you know you can stop manually comparing funds and let Xplan’s "Automatic Plan Review" do it for you based on your firm’s approved product list? Why? Kill the "Comparison Fatigue": Instead of manually adding products and selecting model portfolios for every rollover scenario, the system automatically checks the…
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🤓 Xplan Hint: Automating Client Portal Communications
Did you know you can automate secure communications and report delivery to your clients via the Client Portal using Scheduler? By combining a file note template with portal access enabled and an Xmerge template with specific settings, you can "set and forget" recurring activities like quarterly portfolio reporting or FSG…
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🤓 Xplan Hint: Seamless Asset Cloning in Wealth Solver
Did you know an upcoming Wealth Solver enhancement will allow you to easily clone a client's asset mix when transitioning between plans or creating proposals? Why? Moving a client's superannuation to a pension plan (an "in-specie" transfer) while keeping the same investment mix can be a manual and time-consuming process.…
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🤓 Xplan Hint: Best practice: lock your scenarios
Did you know it's best practice to always lock your Xtools+ scenarios as you go? 🔓 Unlocked Scenarios are designed to be dynamic. When you open an old, unlocked scenario, Xtools+ triggers a recalculation using the most current legislative assumptions such as taxation, social security, and contribution rates. The software…
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🤓 Xplan Hint: Importing formatted data via CSV into rich text fields in Xplan
Have you ever imported text into Xplan - perhaps it’s strategy text or an update to existing wording in your advice template - and you end up spending more time fixing formatting then you did writing the text? Did you know you can import formatted text (bold, italics, underline) into Xplan fields? Standard CSV (Comma…
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🤓 Xplan Hint: Tired of searching through notes for documents related to a specific super, pension or insurance account?
Did you know that with just a click of a button you can link a document directly to the relevant super or insurance in Xplan? Next time you are adding or editing a super or insurance policy, take a quick look at the left hand side menu - do you see the notes tab? 😮Yep, it’s been there the whole time and it is greatly…
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🤓Xplan Hint: Import Super Contribution Data from Client Focus
Did you know the Contribution Summary element in Client Focus now automatically calculates your client's Personal Concessional and Non Concessional Cap data? And you can import data to the following Xtools: Xtools+, Optimiser, Retirement Funding, TTRAP, Lifestyle Goals. Read about it here: