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Automating workflows? Let me count the ways
Automation is one of Xplan workflows’ (i.e. tasks, threads, and cases) most useful features when it comes to running an efficient practice. You can kick off a new client workflow when you’re creating an Opportunity for a prospect, or have a review process start automatically when a client review is created. There’s more…
🤓 Xplan Hint: Search smarter from the Xplan search bar
Did you know you can search notes, workflow, policies, assets & portfolios straight from the Xplan search bar? Need to find something quickly? Look no further than the top right-hand corner of Xplan. I’d guesstimate that 95% of Xplan’s users only ever use this function to search for clients or to access saved Advanced…
🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create your own shortcuts to these by saving them to your Links page. Next time you find yourself searching for a menu item that you…
🤓 Xplan Hint: Getting fancy with client search
Did you know about client search prefixes? Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode “2000”, I can just use the prefix pcode in the Quick Search box: This could be useful if you need to do specific…
🤓 Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs your eye to what's most important to you in your role. How? Select preferences from below your name; Navigate to General; Select…
🤓 Xplan Hint: Don’t get caught with your pants down with IressID
Did you know that IressID is coming? You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user. IressID is a centralised identity management system that provides secure, streamlined access across Iress products. What this means for you is that you’ll be…
🤓 Xplan Hint: Auto reassign tasks
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes on leave. Save time not having to monitor a second person’s task list when they are away. The perfect tool for when your workflows…
All your Task Hub questions, answered
Iress product manager Matthew Townsend recently jumped onto Advisely to answer all your burning task management questions. Here are four of the most interesting conversations that came out of his AMA: Q: I paid someone a couple of years ago to create our current threads in Xplan. They're great as they automatically open up…
12-month Xplan development plan
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build an Xplan strategy that drives results with this free guide. Click below to download.
Your 12-month Xplan development plan
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build an Xplan strategy that drives results with this free member-exclusive guide. Become an Advisely member to download now.
Client portal hacks
Doc Notes uplifted for better navigation and sorting
Iress has heard your feedback about wanting doc notes to be more manageable. So, they're adding new features around note pinning, making bulk note updates, merging multiple notes, note tagging, and linking entities and workflows within notes. Take a look and comment to let us know what you think. For more information about…
AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to…
All your file note questions, answered
Iress product manager Zita White recently jumped onto Advisely to answer all your burning Xplan Doc Notes questions. She covered everything from how to best maximise the search functions to dictation of file notes in Xplan. Here are five of the most interesting conversations that came out of their AMA: Q: Is there any…
AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes with Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended…
Supercharge how you manage tasks
As part of our commitment to reinvesting in Xplan, we’ve been listening to your feedback and making enhancements to key features that will help you maximise your efficiency. We know that when you have workflows that suit the task at hand, you can save time on task management and more on deepening relationships with your…
Help your clients visualise their future
Xplan shortcuts
Shortcuts are handy, but not everyone knows about them. Here are some useful shortcuts you can use every day—they’ll save you time and provide faster navigation without having to use your mouse and keyboard at the same time. Here are five of our favourites: 1. Open the search panel: use the forward-slash “/” This allows…
3 favourite Xplan hacks

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