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…
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 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…
Did you know you can automate the process of contributing non-super assets into super before rolling them into a retirement income stream? Manually modelling the sale of an investment account, the contribution into super, and the subsequent rollover to a pension is a multi-step process that usually involves a lot of manual…
Did you know you can now roll multiple super funds into a single account on one screen without having to pass the money through a "transfer account" first? Why? The old way of moving money between funds was a bit of a treasure hunt and involved way too many steps. This update lets you consolidate Superfund 1, Superfund 2…
Did you know you can model "active" and "passive" retirement phases in Xplan’s Retirement Income solution by stepping down a client's target income at a specific future date? Why? Most clients spend more in the first decade of retirement (the "go-go" years) than they do in their 80s. Modeling a flat $50,000 p.a. for 30…
Did you know you can now set up automated regular rollovers between super accounts to maintain a specific target balance in Xtools+? Modelling regular transfers between super accounts used to be quite clunky, requiring you to enter dollar amounts for every single period of a projection. This new feature acts as an…
Did you know that increasing your Planning Horizon years in our in Retirement Income solution actually increases the "confidence percentage" of your strategy? Setting a level of confidence defines how much longevity risk you are willing to buffer for. For a couple, Xplan tracks the probability of at least one person being…
Did you know that there is a critical best practice process for mapping insurance datafeeds to ensure everyone on your site has access to the insurance policy data that they need? While a simple one-to-one relationship between a policy owner and a life assured client maps easily, things get tricky with corporate owners.…
Did you know you can now add or change Key Dates directly from the Superannuation SOP Transactions and EOP Transactions Input screens without navigating away to projection settings? The workflow used to feel a bit disjointed if you realised halfway through entering data that you forgot to add a "Buy a Home" or "Retirement"…
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