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🤓 Xplan Hint: Streamlining Proposals with Automatic Plan Review
Did you know you can stop manually comparing funds and let Xplan’s "Automatic Plan Review" do it for you based on your firm’s approved product list? Why? Kill the "Comparison Fatigue": Instead of manually adding products and selecting model portfolios for every rollover scenario, the system automatically checks the…
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🤓 Xplan Hint: Automating Client Portal Communications
Did you know you can automate secure communications and report delivery to your clients via the Client Portal using Scheduler? By combining a file note template with portal access enabled and an Xmerge template with specific settings, you can "set and forget" recurring activities like quarterly portfolio reporting or FSG…
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🤓 Xplan Hint: Seamless Asset Cloning in Wealth Solver
Did you know an upcoming Wealth Solver enhancement will allow you to easily clone a client's asset mix when transitioning between plans or creating proposals? Why? Moving a client's superannuation to a pension plan (an "in-specie" transfer) while keeping the same investment mix can be a manual and time-consuming process.…
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🤓 Xplan Hint: Best practice: lock your scenarios
Did you know it's best practice to always lock your Xtools+ scenarios as you go? 🔓 Unlocked Scenarios are designed to be dynamic. When you open an old, unlocked scenario, Xtools+ triggers a recalculation using the most current legislative assumptions such as taxation, social security, and contribution rates. The software…
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🤓 Xplan Hint: Importing formatted data via CSV into rich text fields in Xplan
Have you ever imported text into Xplan - perhaps it’s strategy text or an update to existing wording in your advice template - and you end up spending more time fixing formatting then you did writing the text? Did you know you can import formatted text (bold, italics, underline) into Xplan fields? Standard CSV (Comma…
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🤓 Xplan Hint: Tired of searching through notes for documents related to a specific super, pension or insurance account?
Did you know that with just a click of a button you can link a document directly to the relevant super or insurance in Xplan? Next time you are adding or editing a super or insurance policy, take a quick look at the left hand side menu - do you see the notes tab? 😮Yep, it’s been there the whole time and it is greatly…
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🤓Xplan Hint: Import Super Contribution Data from Client Focus
Did you know the Contribution Summary element in Client Focus now automatically calculates your client's Personal Concessional and Non Concessional Cap data? And you can import data to the following Xtools: Xtools+, Optimiser, Retirement Funding, TTRAP, Lifestyle Goals. Read about it here:
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🤓 Xplan Hint: New filters for Review
Have you seen the new Review Group filter options in Xplan? Get rid of the clutter and allow yourself to focus on what matters. 🚀 Filter by Status, Responsibility or Date Due (from/to). 🚀 Easily exclude Completed and Cancelled reviews. 🚀 You can even multi-select statuses so you can select more than one! Improved usability…
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🤓 Xplan Hint: Recording Client Vulnerability
Did you know that Xplan has specific fields designed to help Australian financial advisers meet their ethical and regulatory obligations in identifying and supporting vulnerable clients? Why? ASIC and the ACCC have placed an increasing focus on the fair treatment of consumers experiencing vulnerability. Whether a client is…
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🤓 Xplan Hint: Leveraging life stages via automated birthdays
Did you know you can have Xplan automatically send personalised birthday messages to your clients without lifting a finger? Why? Sending a personalised birthday message can deepen your connection or even reconnect with a client you haven't spoken to in a while. Plus, by tailoring the message to their specific life stage…
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🤓 Xplan Hint: Insurance commission consent in Client Focus
Did you know that you can now capture insurance commission consent details directly against insurance policies in Xplan’s Client Focus? Under the Delivering Better Financial Outcomes (DBFO) Act 2024, advisers have to obtain their client’s informed consent before any insurance commission can be paid. This consent must be…