Iress ContributorHi Andrew - I am keen to better understand the most efficient, automated functionality for managing:
Iress ContributorHi Kerri, the DBFO 10 January 2025 will be here before we know it. Fee consent changes will still utilise the Xplan elements Opt-in & Fee Consent and Opt-in History. A detailed document is available on the community: Managing Ongoing fee arrangements in Xplan in 2025
For your client review process with a pre-review questionnaire you could have the questionnaire within Client Portal. This would allow the client to enter/update data in real time and action steps upon completion. A detailed document is available on the community: Managing Reviews using Xplan and Client Portal. If you aren’t using Client Portal you could have a merge document that prepopulates based on the client’s existing data and conditioned to include/exclude additional sections. If this is the case you should look to automate sending of this to the client off the back a Diary event or Task or even use Scheduler.
There have been some great discussions previously regarding the review process and go into a lot more detail AMA Workflows and Automating Client Reviews.
