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🤓 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…
The recipe for a five-star client experience
In our new Advisely series, we’re going to focus on what all great Xplan site administrators do to ensure the sites they manage are the best of their kind. Great Xplan administrators possess a deep understanding of the system, enabling them to transform their sites into paragons of efficiency. We will highlight what these…
Transform your advice conversations with Visualise
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? * Client engagement:…
Your guide to data in Xplan
In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…
🤓 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…
Download now: Your guide to data in Xplan
In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…
Your one-stop automation shop
If you’ve ever wished Xplan could just “do it for you,” Scheduler is your answer. It’s the engine behind the scenes that runs tasks, sends communications and triggers processes exactly when you need them. What Is Scheduler? Scheduler is Xplan's time-based automation tool. You set the rules and it does the rest – no…
🤓 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…
Let the system do the heavy lifting
Have you ever thought, “I wish this task could just run itself?” Well, Xplan has you covered. With automation built into Task Templates and Case Threads, you can streamline your workflow and let Xplan take care of the grunt work so you can focus on the advice. What can be automated? Here’s just a taste of what a single…
Your data glow-up: keeping it sparkling clean
You've wrangled those dirty data monsters and scrubbed your datasets sparkling clean. Now, let's talk about keeping them that way! Because who wants to constantly be on a data cleanup crew, right? It's time to put on our data hygiene hats and delve into some strategies for maintaining that pristine data perfection.…
🤓 Xplan Hint: Validate data with Regex
Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for data validation, they act like a strict quality controller for your text fields! You can use Regex to enforce specific formats,…
Let Scheduler do the heavy lifting for you
Whether they’re Cases or standalone Threads, using Workflows can be a powerful tool in Xplan to help increase efficiency and productivity in your day-to-day business activities. But what if we could make it even more powerful by using Workflows in conjunction with other functionalities of Xplan? Onto the stage steps…
🤓 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…
Time for a data deep clean
In the second part of this series, we looked at dirty data and what you can do to mitigate it. But what if you’re not starting from the ground up? What if your practice has been running for some years with no real data governance, and now it feels like your data is too far gone – too dirty – to do anything about…
🤓 Xplan Hint: H is for Help!
Did you know you can get instant help in Xplan? Just highlight any text on screen, hold down the 'H' key, and be taken straight to the relevant help menu in Iress Community! Imagine you're navigating Xplan and come across a section you need more information on. Instead of breaking your workflow to manually search for…
🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox with the latest release details so you’ll never have to say, “Oh, I didn’t know that”, ever again. There are some very cool…
🤓 Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact details, user fields, adviser roles, and even partner relationships. It’s a game-changer when you need ultra-targeted search…
Your guide to Workflows in Xplan
In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in – helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up. This best-practice guide covers practical ways to get more out of workflows in Xplan, from…
Your guide to Workflows in Xplan
In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in — helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up. This best-practice guide covers practical ways to get more out of workflows in Xplan, from…
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page for most of your every day activities. Everything you need (most of the time), right at your fingertips in one location. Why…
Your Portfolio questions, answered
Marc Fraser-Jones and I recently jumped onto Advisely to answer all your questions about managing client portfolios effectively in Xplan. Here are some of your best questions that came out of this AMA: Q: Has there been any code made available to allow for portfolio reports to include SMA Instrument (or similar fields)…
🤓 Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to…
🤓 Xplan Hint: Controlling the name of your xmerge outputs
Did you know you can control the filename of your xmerge outputs? Are you all too familiar with opening attachment after attachment with the default ‘reportout-5583-4567’ generic filename when trying to locate a specific document? If so, then you are doing things the hard way. By adding a simple line of code to your…
🤓 Xplan Hint: Workflow groups - assign tasks to a group of people rather than an individual
Did you know you can create a workflow group to assign tasks to as part of a case or thread template? Ever needed to assign a task to a paraplanning work group or a client services team, rather than to an individual or specific role? Super useful for when your business operates using a pool of people who pick up tasks…
🤓 Xplan Hint: Client List - generating a report
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into a CSV file. What's even better is the newest available feature that will export the exact columns you have in your client…
Unlock efficiency with Xplan Cases and Benchmarks
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"…

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