andrew.wilson's avatar
andrew.wilson
Icon for Iress Contributor rankIress Contributor
5 months ago

AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!

Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all y...
client engagement
practice management
xplan
kate.mccallum's avatar
kate.mccallum
Virtual Explorer
5 months ago

Hello - thank you for this session.

  1. Ditto re Client review process and asking clients to populate a pre-review questionnaire that enables some question customisation per client. We have started using My Prosperity as our secure portal - but the process for clients updating their data is clunky.
  2. I have read about auto cash management alerts - when cash balance is outside a target range. Would love more information on how to set this up
  3. AI and meeting minutes - I realise this may not be Xplan specific, I am still struggling to get this to work efficiently and would prefer not to be cutting & pasting from a transcript.

Thank you

Kate

  • andrew.wilson's avatar
    andrew.wilson
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    Hi Kate, following on from my responses to Kerri, if Client Portal isn’t a good fit.  Would a tailored Xmerge document work OR would a editable PDF saved to Notes work OR could you tailor the comms to give the client direction.

    There are a few excellent articles in community on Alerts that have all the detail you need.  Alerts Management and Example Alert Rules

    AI is definitely front of mind.  Our 2025 Roadmap has committed to introducing AI to reduce time spent writing filenotes and Live transcription.  So, watch this space!  In the meantime you may enjoy the recent a webinar on AI.  Here’s the link

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