Australia

If you’re already using Opportunities in Xplan to track where your clients are in the advice process, congrats – you’re ahead of the curve! (If not, then you should definitely look into it, starting with this learning module.) But if you’re only using it to track stages, then here are some criminally underused features…

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…

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…

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…

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…

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…

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…

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…

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),…

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…

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…

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…