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WealthSolver: Fee enhancements
Overview WealthSolver is introducing fee related enhancements to give advisers greater flexibility when researching, comparing and disclosing fees in proposals. These updates support more accurate fee comparisons, clearer disclosure of fees that do not affect client balances, and improved control over fee information…
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Risk Researcher | Enhanced insurance commission transparency
Streamlined commission disclosure and consent in Risk Researcher To support Informed Commission Consent (ICC) requirements under the Delivering Better Financial Outcomes (DBFO) 2024 legislation, Risk Researcher is introducing updated fee reporting to handle differing commission payment structures across super and non-super…
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All your CommPay questions, answered
Recently, Iress Client Solutions Design Consultant and CommPay expert, @margie.hynes, hopped on to XPlan Hub for an AMA all about helping you unleash the full potential of CommPay. Here are four of the most useful questions that you may find useful: Q: Is there a way to automatically add to CommPay when creating a new…
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🤓 Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this hint will certainly take the tedium out of your day! On the client list screen (you can filter these via Advanced Search or any…
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Contract Renewals and Price Adjustments
What is the difference between a Contract Renewal and a Price Rise? A Contract Renewal relates to the duration of your agreement. At the end of your current term, your contract automatically renews for a further 12 month period to ensure uninterrupted access to your services. A Price Rise is separate to your contract term.…
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How customer insight is shaping the evolution of Xplan
As we invest in the evolution of Xplan, we’re changing not just what we build, but how we build it. Our customers have told us they want a stronger voice in the direction of Xplan and, importantly, to see a clearer connection between the feedback they share and the decisions we make. We recognise that we haven’t always…
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🤓 Xplan Hint: Other SMSF members
Wondering how to enter details for other SMSF members in Xtools+? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members…