Tracking upcoming revenue is critical to practice management, yet many teams I talk to fall into one of two camps: they are either spending hours manually updating a massive, colour-coded spreadsheet, or they are simply relying on whatever revenue happens to land in their bank account from the Licensee. Both approaches…
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…
Wondering how to enter details for other SMSF members? 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 from a…
What if you could automate your most time-consuming CommPay admin tasks? Stop running reports and uploading files manually, and start investing that time back into other business needs. It's time to reclaim your firm's most valuable asset: time When it comes to maximising efficiency in CommPay, what we often hear from…
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
In this WealthSolver guide, our client solutions experts take you on a deep dive into your platform setup. Inside, you will discover how to master: Back-end calibration: Configure your Approved Product Lists (APLs) and model portfolios to eliminate manual entry and ensure firm-wide consistency. Research Hub: Leverage the…
So far, we’ve journeyed through the evolution of WealthSolver, from its SuperSolver roots to its powerful backend configurations, research abilities, and deep dive scenario modelling. But as the Australian advice landscape shifts, so does the complexity of the problems we need to solve. With the Retirement Income Covenant…
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