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…
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have questions on: What is the most efficient way to stay on top of datafeeds? How to set up alerts before issues snowball? Plans for how…
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…
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…
Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of experience helping advisers deliver retirement and investment advice efficiently, I’m here to help with all things WealthSolver.…
Xplan Risk Researcher, the fully-interactive risk insurance comparator system, has received updates that make it even easier for advice professionals to meet their clients’ complex needs. The updates – to ratings methodologies and approaches, as well as group cover – provide you with the precision you need to advise your…
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency gaps in advice production for advisers and paraplanners. @lana.graham is the Xtools product manager and resident expert at…
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