xplan hint

🤓 Xplan Hint: Other SMSF members
Wondering how to enter details for other SMSF members in Xtools+? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members…
🤓 Xplan Hint: Automated PAYG Tax Calculations
Did you know we have introduced automated calculation and population of Year-to-Date (YTD) Pay As You Go (PAYG) withholding tax for salary and wages in Xtools+? This update enables you to generate accurate year to date projections instantly, eliminating the need for manual calculations or administrative workarounds. Many…
🤓 Xplan Hint: A Refreshed Client Portal Interface
Did you know the Xplan Client Portal just got a layout and navigation refresh, featuring a nifty left hand side menu to free up screen space and reduce visual clutter? Moving the main navigation down to the left-hand side opens up the screen, making it much more natural for clients to navigate their information without…
🤓 Xplan Hint: Balancing your SMSF in Xtools+
Did you know that you need to enter both sides of an SMSF's balance sheet in Xtools+? For the SMSF to be modelled correctly, TOTAL ACCOUNTS must equal NET ASSETS, meaning you need to enter the accounts of the SMSF (including existing SMSF Pensions) as well as its assets and liabilities. To help you balance the SMSF, we now…
🤓 Xplan Hint: Archiving Client Notes Using Tags
Did you know you can use the note tagging feature in Xplan to build a functional archive system that removes historical clutter from a client's note page? Why? Over several years, a client's file accumulates hundreds of automated email logs, system notifications and old task records. This volume of data makes it difficult…
🤓 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.…
🤓 Xplan Hint: Risk Researcher Merge Syntax
Did you know that we just launched a full Risk Researcher Merge Syntax library directly within Risk Researcher itself under Scenarios > Tools > Merge Syntax. We wanted to reduce the time you spent switching between tools or referencing external documentation to build templates. You can now find, copy, and run scenario…
🤓 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…
🤓 Xplan Hint: Relocated Minimum Balance on Reboot
Did you know the "Minimum Balance on Reboot" setting has been moved out of the "Other Transactions" menu and into the Pension pop-up and EOP Transactions Input screen where it belongs? Why? Finding this setting used to feel like a game of hide-and-seek. It was buried deep in the menu tree, which added unnecessary friction…
🤓 Xplan Hint: Auto Tagging via Note Templates
Did you know you can attach tags directly to your Document Note templates so that client notes are automatically categorised the moment a template is used? Relying on the team to remember to manually add the right tags every time they create a file note or log an email is a recipe for missed data. Automating the process…
🤓 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…
🤓 Xplan Hint: Smarter Defaults for Super Contributions
Did you know we’ve updated the system defaults for super contribution indexation in Xtools+ to better reflect how most of you actually model strategies? Why? Previously, the system defaulted to "Salary Inflation" for Concessional and Non-Concessional contributions. We heard that most of you were manually changing this to…
🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios >…
🤓 Xplan Hint: Using Life Risk Statistics in Advice Documents
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
🤓 Xplan Hint: Using Life Risk Statistics in Advice Documents
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
🤓 Xplan Hint: Datafeed Platform Summaries
Did you know the Iress Community has a dedicated "Platform Summary List from A to Z" that provides a deep dive into the health and specifics of every available datafeed? Why? While you can see the data in a client’s portfolio, or across the clients that you have access to, you don't always know what is happening behind the…
🤓 Xplan Hint: SMA’s where are you?
Following on from our improved Advanced Search function that allows you to search for a specific SMA holding, did you know you can now simply search for clients who do or do not have an SMA? We have enhanced the Client Advanced Search to introduce a new portfolio search type called Search for SMA Clients with options of…
🤓 Xplan Hint: Searching SMA instruments in Advanced Search
Did you know you can now use Advanced Search to find clients holding a specific SMA instrument? You asked, and we delivered! You can now perform a client search using Advanced Search’s Non Zero Holdings by Exchange/Code for SMA instrument. Advisers and paraplanners told us they wanted to easily be able to identify every…
🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you are redirected to the Client Focus > Existing Insurance section, where you can make the necessary changes. Upon saving the edited…
🤓 Xplan Hint: Visualising Aged Care
Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care possibilities with your clients. With Visualise you can: Enter client data quickly Model aged care entry (fees and income support)…
🤓 Xplan Hint: Let your clients Visualise their future from the get-go
Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes? Instead of spending your first meeting collecting data, use Visualise to engage your clients right from the start and effectively demonstrate the value of your…
🤓 Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer need to navigate to the datafeed reconciliation reporting screens - you can view the provider balances (as sent to IressNet)…

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