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Datafeed setup - building a reliable connection
Part two of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 2: The setup — building a reliable connection A datafeed setup is a little like bringing on a new team member - intensive onboarding and routine check-ins set them up for success. First, the platform needs to recognise…
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Coming soon: Updated Xplan navigation and smarter notifications
Overview As part of our Xplan Evolution program we’re making your user experience more intuitive, connected and efficient. The first step focuses on two areas advice professionals use every day: navigation and notifications. A refreshed navigation interface makes it easier to move around Xplan, while a redesigned…
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Client Focus: SMSF Insurance Premiums Logic Update
Overview We have added capability for SMSF-owned Insurance Premiums to automatically link to SMSF Cashflow as an expense for when the “Is Super” drop down is chosen as “Yes”. Existing insurance premium to cashflow expense logic specifically excludes “Is Super” “Yes” for SMSF insurance covers, however SMSF superfund paid…
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How to automate unsubscribes in Xplan
Ever wish your marketing system could think for itself? Xplan’s automation features are getting closer to that reality, and one of the most practical examples is how it handles client unsubscribes. Here’s how you can streamline compliance and client preferences with just a few smart configurations: Why it matters Under…
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Are you getting the most out of the Xplan Task Hub?
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and consider how to get the most out of the intuitive, visual task management screens? From talking to some of our clients, it seems to…
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Datafeeds - getting started
Part one of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 1: Datafeeds - getting started If you work with client portfolios, insurance policies or other information held on an external platform, you already know how quickly manual updates can become a chore. Datafeeds are…
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🤓 Xplan Hint: WealthSolver Fees for disclosure only
Did you know we have introduced a dedicated Fees for disclosure only section in WealthSolver to support complex fee structures, such as Admin Fees paid by Reserve or Admin Fees paid by Employer? Certain superannuation and pension products use operational fee structures, such as administration costs paid from fund reserves…
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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…