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AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes with Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended…
Your biggest Xplan questions, answered
Practice Dynamix director Jessica Lamb recently jumped onto to Advisely to answer all your burning questions about advice tech, integrating business processes and uncovering Xplan’s hidden gems. Here are three of the most interesting conversations that came out of her AMA: Q: What do you think is the number one…
How an outdated cancer grading system could impact client policies
Xplan Risk Researcher, the fully-interactive risk insurance comparator system, has received updates that make it even easier for advice professionals to meet their clients’ complex needs. The updates – to ratings methodologies and approaches, as well as group cover – provide you with the precision you need to advise your…
Three Xplan shortcuts that could save you hours
In advice, as in life, there are certain tasks that will always need doing – over and over, no matter what. It comes with the territory. Because of this, sometimes the smallest changes to your process can have the biggest impact over time. But how do you identify where there's room for improvement? Well, you can start by…
AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising…
Client conversations just got more interesting
Conversations are the core of the adviser/client relationship: they’re a golden opportunity to demonstrate the kind of value technology could never replace. What they rarely demonstrate, though, is the amount of work that goes on behind the scenes. While there are often good reasons for moving all the detail to the…
Take back the time spent on compliance
Compliance is a time-consuming yet critical part of the advice process, which is why there’s a high demand for tools that support advisers to meet their regulatory responsibilities as efficiently as possible. Meeting higher professional standards requires rigorous evidence and the ability to record and report these on…
Are there hidden gems in Xplan?
Have you heard about Xplan's consent function? It's an area that has been around for a while, but it's severely under-utilised (in my humble opinion). Here's a quick video on how to record a consent item in Xplan and link your file note. Additionally, we've included some valuable tips on incorporating this process into…
How Advice Toolkit drives greater efficiency with what-you-need solutions
With more than 50% of advisers put off by the downtime associated with switching software, Xplan Advice Toolkit’s fast setup and ready-to-use solutions can deliver efficiency gains quickly, at every stage of the advice process. From the initial software onboarding through to client engagement, advice generation and…
Supercharge how you manage tasks
As part of our commitment to reinvesting in Xplan, we’ve been listening to your feedback and making enhancements to key features that will help you maximise your efficiency. We know that when you have workflows that suit the task at hand, you can save time on task management and more on deepening relationships with your…
How Xtools+ can help you evaluate investment bond strategies with precision, accuracy and speed
Long set aside by many advice professionals, changes in the financial landscape are driving renewed interest in investment bonds, with these uniquely structured products reemerging as another solution to help your clients on the path to achieve their financial goals. We explore the role of investment bonds in a financial…
New Xplan features zero in on client relationships
As part of our commitment to reinvesting in our core offering, we’ve been listening to your feedback and making enhancements to key features that can help shift the dial on how you engage with your clients. We know that when clients feel more engaged and more connected to their adviser, they’re more likely to value every…
HEAS: another way to access equity from the home
Since 1 July 2019, eligible income support pensioners can top their pension up to 150% of the maximum age pension by drawing down a loan that’s secured against their home. Or any other property they own – even if it’s not their home. Example: A retiree couple wants to make the most of their healthy retirement years by…
Xplan tools to help you focus on client engagement
When we talk to advisers, they often tell us that advice generation is the number-one bottleneck in their process. It’s what slows them down, keeps them preoccupied and stops them from actually spending time in front of clients. And from the client’s perspective, these feature delays are what stand between them and…
Help your clients visualise their future
A fresh look at the Review Process
In this video, I share my tips on how you can create further efficiencies within Xplan.
Tips to generate advice out of Xplan
In addition to having the client’s details all up to date in Xplan, there are lots of other settings and information that can help to build efficiency into the process. Following are some tips for ensuring your Xplan is set up to suit your practice’s preferences. Note: All Statement of Advice templates may be coded…
Xplan shortcuts
Shortcuts are handy, but not everyone knows about them. Here are some useful shortcuts you can use every day—they’ll save you time and provide faster navigation without having to use your mouse and keyboard at the same time. Here are five of our favourites: 1. Open the search panel: use the forward-slash “/” This allows…
Changing licensees? Here are 10 tips to keep in mind
We have seen a significant increase in the last few months of businesses changing Licensees, or taking up their own AFSL. Particularly as some dealer groups close up or consolidate there has been a lot of change for individual practices. We wanted to provide a bit of a guide for anyone who is in the process of changing…
3 favourite Xplan hacks
Advice toolkit hacks

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