sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
5 months ago

9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!

With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
advice production
xplan
sally.hanley4's avatar
sally.hanley4
Valued Supporter
5 months ago

Don't have a specific question but am keen to log in as always looking for tips to make our current process more efficient. We are using managed field content better than we have previously, so wondering if there is other functions we can utilise to streamline or automate the process further. 

  • sarah.jacobs's avatar
    sarah.jacobs
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    I should also add, that some of my colleagues are also regularly sharing great Xplan hints in Advisely - so definitely keep an eye out for those!

  • sarah.jacobs's avatar
    sarah.jacobs
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    Hi Sally – thanks for joining us! Great to hear you’re making the most of Managed Field Content – it’s one of my favourite hidden gems in Xplan, especially for advice generation.

    There are so many tips for improving efficiency using Xplan - it's hard to know where to begin! Here are a few features that might be worth exploring:

    • Digital Signatures & DocuSign Integration
      If you haven’t already, consider using digital signatures to streamline the process of collecting client sign-offs. You can use Iress' native Digital Signature solution, or the recent DocuSign integration - more information on both options can be found as follows:

     

    • Client Portal Fact Find
      This tool allows clients to complete their fact find online, which automatically updates in Xplan – reducing manual data entry and helping ensure information is always up to date. More information can be found here: Client Portal Resources

     

    • Task Outcomes
      You can automate a wide range of actions using Task Outcomes—like updating fields (e.g. Next Review Date), creating file notes, sending emails, and more. It’s a great way to reduce admin time and make sure key tasks aren’t missed. Please refer to this article on Task Outcomes for more information. 

     

    • Schedules
      Schedules let you automate activities across groups of clients—such as triggering review workflows, sending emails, or managing Fee Consent. You can create a series of automated steps and schedule them to run regularly. For more information refer to this articule available in the Iress Community on Using Schedules.

     

    There’s so much potential to streamline processes—if you’ve got a specific pain point you’re trying to solve, let me know and I’d be happy to offer more tailored suggestions. Or anyone else feel free to jump into the comments and share ideas!

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