Did you know the Identity Check page in Xplan now supports the updated FSC and FAAA Customer Identification Forms? Recent AUSTRAC regulatory changes require capturing additional compliance details, such as the nature of services sought and the reason for advice. Capturing this directly in Xplan saves you from having to…
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…
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.…
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…
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…
Sounds exciting, doesn’t it? At the recent FAAA Congress in Brisbane, generative AI and data analytics were on everyone’s minds. I’d expect to see things like “increase automation,” “implement AI” and “delve into business intelligence” at the top of most financial advice practices’ list of new year’s resolutions as we move…
Overview There may be various reasons for wanting to separate joint records in Xplan, the most common ones being the death of one of the clients or separation and divorce. As a firm you will have defined your own internal processes around these scenarios. These guides are not focused on those suggested processes but look…
Overview Introduction Prerequisites Recording your time Analysis and Outputs At a glance - Dashboard Viewing a client’s time activity Viewing a userstime sheet Sending an invoice based on time spent Analysing time at a business level Introduction Many businesses want to track time. There are different reasons why a firm…
If you want to add details to your FUM report that you cannot obtain as part of the standard Management Reports, you could utilise Xport. If you are unsure how to use Xport, please view the following. Although I will not detail all of the fields you could add in alongside this, I will detail the data sources available that…
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