xplan hint

🤓 Xplan Hint: Visibility of IPS Recommendations in WealthSolver
Did you know you can see your IPS investment recommendations (Buy, Sell, Hold) directly within WealthSolver when you’re building a portfolio? Why? If your practice uses the Investment Policy Statement (IPS) to manage an approved product list or model portfolios, navigating back and forth between Research and WealthSolver…
🤓 Xplan Hint: Risk Researcher Premium Validation
Did you know you can instantly validate insurance premiums and generate insurer quotes directly from Risk Researcher without manually re-keying data into external provider portals? Why? A common pain point for paraplanners is the time spent generating quotes across multiple systems. Discrepancies usually happen when you…
🤓 Xplan Hint: Bulk Actions for Datafeed Reconciliation
Did you know the Datafeed Reconciliation Summary screen now allows you to select multiple rows and mark them as "do not report" all at once? If you manage datafeeds, you’ll know the tedium of clicking through individual positions and confirming each one is safe to set as "do not report. Previously, Xplan only let you mark…
🤓 Xplan Hint: Customising WealthSolver Star Ratings
Did you know you can configure the star ratings in WealthSolver to reflect the specific product features your practice values most? Why? By default, the research data in WealthSolver is strictly factual and impartial. It doesn't offer a subjective opinion on the quality of a platform or fund. However, many site admins…
🤓 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: The Xmerge Library in Iress Community
For all you coders out there, did you know there is a dedicated Xmerge Library in the Iress Community that houses a collection of pre-built templates, code snippets, and technical guides? Most site admins and paraplanners have felt the frustration of staring at a blank Word document trying to remember the exact syntax for…
🤓 Xplan Hint: Xplan Training Guides
Did you know you can easily access a ton of Xplan Training Guides for download via the Iress Learning Centre? ☑️ Keep close by as an easy reference. ☑️ Share with new team members to help get them up to speed. ☑️ Use as a basis to conduct your own internal upskilling sessions. Everything from new user basics to complex…
🤓 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.
𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗻𝗼𝘄 𝘁𝗼𝗴𝗴𝗹𝗲 𝘁𝗵𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 "𝗙𝗿𝗼𝗺" 𝗲𝗺𝗮𝗶𝗹 𝘀𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲 𝗼𝗻 𝗼𝗿 𝗼𝗳𝗳? 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 “From” or “Override From” address personal email signature…
🤓 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 net…
🤓 Xplan Hint: WealthSolver Compliance Check
Did you know you can run a dedicated "Check Compliance" report against your WealthSolver scenarios to catch red flags and data errors before they ever reach your advice document? With a single click, the report checks your scenario for products without an asset allocation or balance discrepancies, closed investment…
🤓 Xplan Hint: Streamlining Proposals with Automatic Plan Review
Did you know you can stop manually comparing funds and let Xplan’s "Automatic Plan Review" do it for you based on your firm’s approved product list? Why? Kill the "Comparison Fatigue": Instead of manually adding products and selecting model portfolios for every rollover scenario, the system automatically checks the…
🤓 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 FSG…
🤓 Xplan Hint: Seamless Asset Cloning in Wealth Solver
Did you know an upcoming Wealth Solver enhancement will allow you to easily clone a client's asset mix when transitioning between plans or creating proposals? Why? Moving a client's superannuation to a pension plan (an "in-specie" transfer) while keeping the same investment mix can be a manual and time-consuming process.…
🤓 Xplan Hint: Best practice: lock your scenarios
Did you know it's best practice to always lock your Xtools+ scenarios as you go? 🔓 Unlocked Scenarios are designed to be dynamic. When you open an old, unlocked scenario, Xtools+ triggers a recalculation using the most current legislative assumptions such as taxation, social security, and contribution rates. The software…
🤓 Xplan Hint: Importing formatted data via CSV into rich text fields in Xplan
Have you ever imported text into Xplan - perhaps it’s 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 (Comma…
🤓 Xplan Hint: Tired of searching through notes for documents related to a specific super, pension or insurance account?
Did you know that with just a click of a button you can link a document directly to the relevant super or insurance in Xplan? Next time you are adding or editing a super or insurance policy, take a quick look at the left hand side menu - do you see the notes tab? 😮Yep, it’s been there the whole time and it is greatly…
🤓Xplan Hint: Import Super Contribution Data from Client Focus
Did you know the Contribution Summary element in Client Focus now automatically calculates your client's Personal Concessional and Non Concessional Cap data? And you can import data to the following Xtools: Xtools+, Optimiser, Retirement Funding, TTRAP, Lifestyle Goals. Read about it here:
🤓 Xplan Hint: New filters for Review
Have you seen the new Review Group filter options in Xplan? Get rid of the clutter and allow yourself to focus on what matters. 🚀 Filter by Status, Responsibility or Date Due (from/to). 🚀 Easily exclude Completed and Cancelled reviews. 🚀 You can even multi-select statuses so you can select more than one! Improved usability…
🤓 Xplan Hint: Recording Client Vulnerability
Did you know that Xplan has specific fields designed to help Australian financial advisers meet their ethical and regulatory obligations in identifying and supporting vulnerable clients? Why? ASIC and the ACCC have placed an increasing focus on the fair treatment of consumers experiencing vulnerability. Whether a client is…
🤓 Xplan Hint: Leveraging life stages via automated birthdays
Did you know you can have Xplan automatically send personalised birthday messages to your clients without lifting a finger? Why? Sending a personalised birthday message can deepen your connection or even reconnect with a client you haven't spoken to in a while. Plus, by tailoring the message to their specific life stage…
🤓 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: Insurance commission consent in Client Focus
Did you know that you can now capture insurance commission consent details directly against insurance policies in Xplan’s Client Focus? Under the Delivering Better Financial Outcomes (DBFO) Act 2024, advisers have to obtain their client’s informed consent before any insurance commission can be paid. This consent must be…
🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signature The system now guarantees the signature always matches the sender based on the chosen 'From address' It ensures consistency…
🤓 Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will need to obtain informed client consent before implementing advice or receiving commissions. (Delivering Better Financial…
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insurance policies - it enables targeted searches that would be difficult to achieve with regular advanced search criteria. Ever…
🤓 Xplan Hint: Link to another Xplan page
Did you know you can add hyperlinks to another page in Xplan? This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to the job queue after completing a wizard doc merge, so they can see where they are in the queue. Check out this Community piece…
🤓 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…

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