What is Visualise?

Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients better understand their financial position, possibilities and recommendations.

Why should you use Visualise?

1. Client engagement: Visuals designed to engage clients and articulate the value of advice, leading to a delightful advice experience that clients understand.
2. Simple to use: Offers intuitive navigation in one screen, with all of the key tools and information within easy reach.
3. One integrated & trusted system: It’s an engagement solution using and modifying Xplan data. It doesn’t require head office to look outside of Xplan for a solution.
4. Modelling capabilities: Uses the feature-rich functionality of Xtools+ and allows advisers to quickly showcase the value they can offer their clients, and bring to life their clients’ current and future financial position.

How can you access Visualise?

Visualise can be accessed via the Hubs menu or via the Client Hub:

What do you need to access Visualise?

 A user will need the following to use it:

• Licenses: Core, Client Focus.
• Capabilities: Visualise, Login, Remove group data, Create/Edit Document, Add existing clients as partner entities, Client Focus, Create Clients, Edit Client, List/View Clients, Edit tasks, View Cases for Visible Clients.
• To model strategies from Visualise, an Xtools+ capability is required.
• To use the Monte Carlo Simulation, the Monte Carlo Simulation capability is required.
• For details on how to set up case templates, please refer to the guide on the community.

Naming

Visualise contains functionality that we refer to as 'Discovery' (the screen which summarises the client data) and 'Cashflow Visualiser' (the modelling screens). 

For more information, please reach out to your relationship manager, or comment below.

We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians.

In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model.

Whether you're just starting out, like Kylie, or growing your business, it can be easy to overlook the capabilities of the tech you already have.

If you’ve got a bold vision like Kylie and you’re building out your advice processes, trying to scale efficiently, or just need Xplan to do more of the heavy lifting, this AMA is your chance to ask. For example:

• How do I track which referrers bring in my best clients?
• What’s the best way to ensure my file notes meet compliance obligations in Xplan?
• How can I track my marketing efforts?
• Can I invoice my clients from Xplan?
• How can I utilise Visualise in the onboarding process
• When should I introduce the Client Portal into my fact-find process

Join me here on Thursday 31st July from 3pm to 4pm AEST.

I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help!

❗️This AMA is now closed for questions

?️ Let us know what you thought of the AMA and what topics you would like to see next here.

Ever feel like tracking all the moving parts of a client engagement is like herding cats?

From initial fact-finds to final advice delivery, there are countless steps and documents. If you're looking for a more structured and efficient way to manage your client work, it's time to dive deeper into Xplan's powerful "Cases" and "Benchmarks" features.

These often-underestimated tools can revolutionise how your practice operates, ensuring consistency, reducing manual oversight and ultimately freeing up your team to focus on what they do best: advising clients. Let's explore how.

Cases: your workflow blueprint

Think of an Xplan "Case" as a dedicated container for a specific piece of client work, like a physical folder with a checklist stuck to the inside. Whether it's new client onboarding, an annual review or a complex advice engagement, a Case provides a central hub for all related activities.

What you can achieve with Cases:

• Centralised management: a single place to house all services, activities and documents related to a client engagement. This includes Diary events, Tasks, Xmerge reports and even integrated scenarios like Risk Researcher or WealthSolver.
• Automated workflow: Cases can incorporate "Threads," which are automated workflows. This means you can set up a series of tasks that automatically trigger, ensuring that your team follows consistent processes every time.
• Enhanced visibility: Quickly see the status of any client engagement, who's responsible for what and what steps remain to be completed.

By structuring your work into Cases, you bring order to complexity, making it easier for your team to navigate client journeys and ensuring nothing falls through the cracks.

Benchmarks: ensuring compliance and consistency

This is where Cases truly shine in terms of compliance and quality assurance. "Benchmarks" allow you to set the minimum requirements that must be met before a Case can be marked as complete. No more guessing if all the necessary steps were taken!

How Benchmarks elevate your process:

• Mandatory requirements: You can configure a Case so that it cannot be completed until all mandatory Benchmarks are satisfied. For example, you might require a signed client agreement, a completed fact-find, or a specific compliance sign-off.
  
  
• Defining success: Each Benchmark specifies a type of item (e.g., a specific note, a signed document, a completed task) and the number of those items that must be linked to the Case.
  
  
• Streamlined auditing: With Benchmarks in place, you have an immediate record that all required steps for a client engagement have been completed, which is invaluable for internal reviews and external audits.

Dynamic benchmarks: adapting to complexity

Not every client engagement is the same; your workflow shouldn't have to be, either. This is where "Dynamic Benchmark Sets" come into play, offering incredible flexibility.

What are dynamic Benchmarks?

Dynamic Benchmarks allow you to automatically add additional benchmarks to a Case as previous benchmark sets are completed.

Imagine a scenario where an insurance needs analysis is only compulsory if insurance advice is actually being given. With Dynamic Benchmarks:

• You start with a core set of universal benchmarks (e.g., FSG provided, initial fact-find).
• If a team member links an "Insurance Advice Provided" document to the Case (completing an "activating benchmark"), Xplan automatically adds the specific insurance-related benchmarks (e.g., "Insurance Needs Analysis Completed," "Statement of Advice - Insurance Section Signed").

This intelligent automation ensures that your compliance requirements adapt to the specific advice being provided, preventing unnecessary steps while guaranteeing all relevant actions are taken.

Ready to optimise your workflow?

Implementing Cases and Benchmarks effectively can transform your practice's efficiency and compliance posture. It shifts your team from reactive task management to proactive workflow execution.

Your next step

Explore your Xplan system settings for "Manage Case Benchmarks" and "Manage Dynamic Case Benchmark Sets." Think about one common client engagement type in your practice. Could setting up a Case with defined Benchmarks streamline it?

If you're ready to dive deeper, check out these community articles:

• Cases
• Case benchmarking
• Manage Case Benchmarks
• Dynamic Case Benchmark Example

What's the one client process you'd love to make more efficient using Xplan? Share your thoughts in the comments below!