Your Xplan site is the engine of a five-star client experience, but is chaos bubbling behind the scenes? This guide is your essential recipe for operational excellence. For Xplan administrators and practice managers, you are the executive chef of your firm’s technology. The client sees the beautifully prepared dish, but…
Did you know that with a bit of TLC, your datafeeds can become your competitive advantage rather than your nemesis? And it all begins with appointing a dedicated Datafeed Administrator. Most of us want datafeeds to be "set and forget" but they need regular attention to stay accurate. When each adviser tries to manage their…
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…
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…
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…
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…
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…
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…
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…
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…
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