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In today’s fast-paced digital world, there’s a lot of talk about AI and automation – often in the same breath. However, while they share common goals of improving efficiency and reducing manual effort, AI and automation are not the same thing. Understanding the distinction is crucial, particularly in financial services,…

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…

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…

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…

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…

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…

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…

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)…

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…

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…

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…

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…

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"…