-
Xplan Identity Check - AML Forms - Update
We are aware that the Financial Services Council (FSC) and the Financial Advice Association Australia (FAAA) recently released updated Customer Identification Forms (published 7 May 2026) to align with recent AUSTRAC regulatory updates. We have received a number of inquiries from users asking when these new forms will beโฆ
-
๐ค Xplan Hint: Recording AML/CTF Risk Ratings
Did you know Xplan now includes a native AML/CTF Risk Rating workspace to help you manage the latest AUSTRAC outcome-based reforms and NZ mandates? Why? Compliance reporting often means digging through old file notes or jumping between different screens. This update centralises that data directly within the client record.โฆ
-
๐ค Xplan Hint: Colour Coding Document Note Tags
Did you know you can apply colour coding to your Xplan Document Note tags to turn them into visual cues instead of plain text? Why? Practices use tags to categorise client correspondence, compliance documents and advice files. When tags are just text, they blend into the background screen. Colour coding makes your coreโฆ
-
๐ค Xplan Hint: Optimising Task Hub with Saved Views
Did you know you can streamline your workflow by saving your preferred Task Hub views, sharing them with your team, and setting a preferred view as the default when the screen loads? Whether you frequently monitor tasks for specific advisers or manage a collective team workload, saving these views eliminates the need toโฆ
-
๐ค Xplan Hint: How often do you check for unallocated notes?
Did you know that most Xplan sites I see have hundreds of unallocated notes? ๐ฑ These are the notes that have been added from outside a client record and forgotten to be linked to a client, the forwarded emails that couldnโt find a matching email address or the notes that have been accidentally unlinked from an entity.โฆ
-
๐ค Xplan Hint: Automatically file your emails to Xplan from gmail, outlook or any email client
Did you know that you can forward an email to your Xplan Groupโs โinboxโ and Xplan will automatically find the correct client and file it for you? Xplan will even set the correct note type and subtype. If youโre not a fan of the plug in or use gmail or another email client, this one is for you. Some of you already knowโฆ
-
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
-
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
-
๐ค 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 FSGโฆ
-
๐ค Xplan Hint: Importing formatted data via CSV into rich text fields in Xplan
Have you ever imported text into Xplan - perhaps itโs 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 (Commaโฆ
-
๐ค 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? ๐ฎYep, itโs been there the whole time and it is greatlyโฆ
-
๐คXplan 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:
-
๐ค 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 isโฆ
-
๐ค 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 stageโฆ