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31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model. Whether you're just starting out, like Kylie, or…
🤓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…
Time for a data deep clean
In the second part of this series, we looked at dirty data and what you can do to mitigate it. But what if you’re not starting from the ground up? What if your practice has been running for some years with no real data governance, and now it feels like your data is too far gone – too dirty – to do anything about…
🤓 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…
Get all your data ducks in a row – before it’s too late
I started in the financial services industry before paperless was a thing. As we began (manually) transposing paper records into databases, the importance of getting it right was drummed into us. We knew that if these shiny new systems (think Xplan circa 2001) were going to really add efficiencies to our day, we needed to…
Your guide to Workflows in Xplan
In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in – helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up. This best-practice guide covers practical ways to get more out of workflows in Xplan, from…
Your guide to Workflows in Xplan
In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in — helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up. This best-practice guide covers practical ways to get more out of workflows in Xplan, from…
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimise your advice document templates? Need help with structuring workflows for ongoing advice and reviews? Looking for advice on…
🤓 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…
Your Portfolio questions, answered
Marc Fraser-Jones and I recently jumped onto Advisely to answer all your questions about managing client portfolios effectively in Xplan. Here are some of your best questions that came out of this AMA: Q: Has there been any code made available to allow for portfolio reports to include SMA Instrument (or similar fields)…
🤓 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…
🤓 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…
🤓 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…
Unlock efficiency with Xplan Cases and Benchmarks
Ever feel like tracking all the moving parts of a client engagement is like herding cats? From initial fact-finds to final advice delivery, there are countless steps and documents. If you're looking for a more structured and efficient way to manage your client work, it's time to dive deeper into Xplan's powerful "Cases"…
Automating workflows? Let me count the ways
Automation is one of Xplan workflows’ (i.e. tasks, threads, and cases) most useful features when it comes to running an efficient practice. You can kick off a new client workflow when you’re creating an Opportunity for a prospect, or have a review process start automatically when a client review is created. There’s more…
🤓 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…
27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what's being developed in your favourite modelling tools? For example, curious about what we've recently released? Or what about…
8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!
Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need! Have questions like these?: Where do I start with designing my review workflow in Xplan? Could workflow automation help me keep track of compliance obligations? How can I use Cases to…
🤓 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…
🤓 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…
🤓 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…
🤓 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),…
Your guide to modelling in Xplan
As we all know, though, understanding client circumstances and modelling options can take up a significant amount of time and resources. And this is where quality, up-to-date modelling tools and calculators can make the biggest difference. Throughout this guide, we’ll explore how the Xplan advice toolset facilitates…
Your guide to modelling in Xplan
As we all know, though, understanding client circumstances and modelling options can take up a significant amount of time and resources. And this is where quality, up-to-date modelling tools and calculators can make the biggest difference. Throughout this guide, we’ll explore how the Xplan advice toolset facilitates…
🤓 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…
Your Xplan OFA questions, answered
I recently jumped onto Advisely to answer all your questions about managing the new Ongoing Fee Arrangement requirements in Xplan. Here are some of your best questions that came out of this AMA: Q: Would love to hear any tips around implementing the new OSA's but also around automating our OSA/review process as much as…

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