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Xplan Identity Check - AML Forms - Update
Update as at 21 July 2026 Release of the Individuals & Sole Traders form scheduled for release in this week's Xplan release. Following the initial analysis of the recent FAAA/FSC legislative updates, a delivery schedule has been finalised to integrate the updated Customer Identification Forms into Xplan. Release Scheduleโฆ
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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
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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
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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
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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
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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
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Delivering a five star client experience with Xplan
Your Xplan site is the engine of a five-star client experience, but is chaos bubbling behind the scenes? This guide is your essential recipe for operational excellence. For Xplan administrators and practice managers, you are the executive chef of your firmโs technology. The client sees the beautifully prepared dish, butโฆ
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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
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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
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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
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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