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๐ค Xplan Hint: Insurance Datafeeds | Tips for managing Corporate Policy Owners
Did you know that there is a critical best practice process for mapping insurance datafeeds to ensure everyone on your site has access to the insurance policy data that they need? While a simple one-to-one relationship between a policy owner and a life assured client maps easily, things get tricky with corporate owners.โฆ
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๐ค Xplan Hint: Easier Key Date Modelling
Did you know you can now add or change Key Dates directly from the Superannuation SOP Transactions and EOP Transactions Input screens without navigating away to projection settings? The workflow used to feel a bit disjointed if you realised halfway through entering data that you forgot to add a "Buy a Home" or "Retirement"โฆ
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๐ค Xplan Hint: End of Period Transactions Screen
Did you know there is a brand new input screen in Xtools+ specifically for actions that happen at the very end of the financial year? We noticed a lot of workflow friction because things like personal deductible contribution top-ups or spouse splitting were buried in nested menus or only accessible from display screens.โฆ
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Unlocking the full potential of WealthSolver
Who remembers when WealthSolver was โjustโ SuperSolver? SuperSolver was built to solve a very specific problem: the complexity of comparing Australian superannuation funds. At the time, industry funds and retail funds had vastly different fee structures, and comparing "apples-to-apples" was a nightmare for advisers.โฆ
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๐ค Xplan Hint: Automating Marketing Unsubscribes
Did you know you can configure Xplan to automatically handle client unsubscribe requests by using boolean fields to automatically update their subscription status without any manual data entry? Staying compliant with Australian anti-spam regulations is a non-negotiable part of running a practice. Usually, this involves aโฆ
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Your Xplan optimisation questions, answered
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan. Here are four of your best questions that came out of this AMA: Q: Is there any best practice examples on how to show insurance policies (existing and recommended) in an advice document that is easy toโฆ
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Feature overview: Streamlined compliance with native AML/CTF risk ratings in Xplan
Overview Xplan Version: 26.5.483 In 2026, we recognise that compliance requires more than a checkbox; it requires a defensible, strategic foundation supported by structured data. To support the 1 June 2026 NZ mandates and the AUSTRAC 2026 outcome-based reforms around capturing a client's Risk Rating, we are excited to beโฆ
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๐ค Xplan Hint: A better way to manage your datafeeds
Did you know that with a bit of TLC, your datafeeds can become your competitive advantage rather than your nemesis? And it all begins with appointing a dedicated Datafeed Administrator. Most of us want datafeeds to be "set and forget" but they need regular attention to stay accurate. When each adviser tries to manage theirโฆ
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๐ค Xplan Hint: Unbundling SMAs for better client clarity
Did you know you can "unbundle" SMA holdings within your WealthSolver scenarios to show the underlying investments instead of just a single line item? Why? Separately Managed Accounts (SMAs) are great for efficiency, but sometimes a client wants to see exactly what they own, or you need to demonstrate the granular assetโฆ
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๐ค Xplan Hint: Visibility of IPS Recommendations in WealthSolver
Did you know you can see your IPS investment recommendations (Buy, Sell, Hold) directly within WealthSolver when youโre building a portfolio? Why? If your practice uses the Investment Policy Statement (IPS) to manage an approved product list or model portfolios, navigating back and forth between Research and WealthSolverโฆ
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๐ค Xplan Hint: Risk Researcher Premium Validation
Did you know you can instantly validate insurance premiums and generate insurer quotes directly from Risk Researcher without manually re-keying data into external provider portals? Why? A common pain point for paraplanners is the time spent generating quotes across multiple systems. Discrepancies usually happen when youโฆ
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๐ค Xplan Hint: Bulk Actions for Datafeed Reconciliation
Did you know the Datafeed Reconciliation Summary screen now allows you to select multiple rows and mark them as "do not report" all at once? If you manage datafeeds, youโll know the tedium of clicking through individual positions and confirming each one is safe to set as "do not report. Previously, Xplan only let you markโฆ
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๐ค Xplan Hint: Customising WealthSolver Star Ratings
Did you know you can configure the star ratings in WealthSolver to reflect the specific product features your practice values most? Why? By default, the research data in WealthSolver is strictly factual and impartial. It doesn't offer a subjective opinion on the quality of a platform or fund. However, many site adminsโฆ
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๐ค Xplan Hint: The Xmerge Library in Iress Community
For all you coders out there, did you know there is a dedicated Xmerge Library in the Iress Community that houses a collection of pre-built templates, code snippets, and technical guides? Most site admins and paraplanners have felt the frustration of staring at a blank Word document trying to remember the exact syntax forโฆ
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๐ค Xplan Hint: We heard from you that a recent change to email signatures inadvertently caused a few challenges in some edge cases - so we fixed it.
๐๐ถ๐ฑ ๐๐ผ๐ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐๐ผ๐ ๐ฐ๐ฎ๐ป ๐ป๐ผ๐ ๐๐ผ๐ด๐ด๐น๐ฒ ๐๐ต๐ฒ ๐ฝ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น "๐๐ฟ๐ผ๐บ" ๐ฒ๐บ๐ฎ๐ถ๐น ๐๐ถ๐ด๐ป๐ฎ๐๐๐ฟ๐ฒ ๐ผ๐ป ๐ผ๐ฟ ๐ผ๐ณ๐ณ? You now control whether the personal signature for the "From / Override From" user is added to your email. A new option appears when composing or configuring emails: Include โFromโ or โOverride Fromโ address personal email signatureโฆ
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๐ค Xplan Hint: Customising the "View Source" Screens
Did you know you can configure the specific fields that appear when you click through to see more information on an Asset, Liability, Existing Fund, Annuity or Insurance record from the Net Position screen, a dashboard widget or the "View Source" option from an income or expense record? Clicking through from the netโฆ
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๐ค Xplan Hint: WealthSolver Compliance Check
Did you know you can run a dedicated "Check Compliance" report against your WealthSolver scenarios to catch red flags and data errors before they ever reach your advice document? With a single click, the report checks your scenario for products without an asset allocation or balance discrepancies, closed investmentโฆ