Client Focus

🤓 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…
🤓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:
🤓 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…
🤓 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…
🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signature The system now guarantees the signature always matches the sender based on the chosen 'From address' It ensures consistency…
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insurance policies - it enables targeted searches that would be difficult to achieve with regular advanced search criteria. Ever…
🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you are redirected to the Client Focus > Existing Insurance section, where you can make the necessary changes. Upon saving the edited…
🤓 Xplan Hint: Stop Scrolling and Master Your File Notes
How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes related to a specific topic. Using Notes effectively isn't just about capturing the note. It's about making it findable for you…
🤓 Xplan Hint: Resize multi-fields
Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this…
🤓 Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this hint will certainly take the tedium out of your day! On the client list screen (you can filter these via Advanced Search or any…
🤓 Xplan Hint: Use task outcomes to automatically update fields
Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply complete the task and have it update the fields for you! Imagine you have a process where every new prospect is asked to log in to…
🤓 Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms to anticipate what you’re looking for - before you finish typing. Yes, that’s right, finding the right fields in Advanced…
🤓 Xplan Hint: L is for Learning
Did you know that accessing the Iress Learning Centre is now as simple as finding Help in the Iress Community? Yep, you all loved H for Help so much that we went ahead and introduced L for Learning. You saw " H for Help " and asked, “Why not have a similar feature to direct the users to the Iress Learning Centre?” We…
🤓 Xplan Hint: Embrace the Emoji
Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular…
🤓 Xplan Hint: Managed Field Content
Did you know we recently made some updates to how you administer Managed Field Content? Yep, you’ve been asking for a while and we have delivered - with the right capabilities, you can now delete managed field content created by another user. And you can edit the name of saved content without it creating a new item! You’ll…
🤓Xplan Hint: When you just want to see the document before completing the wizard in full.
Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to end up in the document”, while they’re ticking boxes and adding content within an Xplan wizard. I’m a big believer that all…

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