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🤓 Xplan Hint: FSC/FAAA Identity Check Form Updates
Did you know the Identity Check page in Xplan now supports the updated FSC and FAAA Customer Identification Forms? Recent AUSTRAC regulatory changes require capturing additional compliance details, such as the nature of services sought and the reason for advice. Capturing this directly in Xplan saves you from having to…
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🤓 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.…
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🤓 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 core…
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🤓 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 to…