AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

For integrating Xtools with a scenario wizard:

Unfortunately, you can't place Xtools itself directly within a scenario wizard like you can with Risk Researcher & WealthSolver. However, you can guide users to complete their projections in Xtools and then return to the wizard to finalise the information and merge out the SOA for the client. You can add a custom lookup field to the wizard to allow the user to select which Xtools scenario and which tables or charts they’d like to include in the document.

As Karen indicated, there are a number of companies that can help you with this - Iress included - reach out if you need help configuring your wizard and adding the code to your template. For Iress, you can lodge a request via the Xmerge Connect tile in Iress Connect. 

Hi Cathy, auto emailing a client before a review with personalised documents is definitely an area where efficiencies can be gained via automation. Depending on the level of automation you’re comfortable with, there are a few ways Xplan can help facilitate this.

1. An email template with an xmerge document attached (that automatically merges when you hit send). Have your review documents coded to merge out personalised content and link the document to your email template. The document will automatically merge & attach to the email when it is sent.
2. As part of workflow automation, the above email can automatically send on task completion (or pop up for the team to review before manually sending, if you’re not comfortable with 100% automation)
3. Scheduler (hands free). A schedule can be set to search for a specific list of clients (perhaps based on a saved search criteria that looks for clients with an upcoming review date between 30 & 60 days, automatically run every 30 days), and automatically send the pre-review email with the xmerge document attached to it. You could also have the schedule automatically activate a case or thread to step the team through the review process and follow up on the documents sent.

    

   Tip: Whenever you’re looking at emailing a client, always consider if using Client Portal isn’t a better option for even greater security. Portals are more secure for sending personal information and can further automate parts of your process. Clients can review and update their data before a review via the portal fact find and share additional information or documents securely.

Hi Cathy, 

There are a couple of ways that this can be achieved. One is through the Xplan Client Portal and another would be through our tool AdvisorForms which has a two-way sync with Xplan. 

Regarding the other question, we have a coding and dev team that could assist you with this with Xtools and code out into your document. 

We are an experienced Xplan consulting firm and we work with a number of Advisers in NZ, Aus and UK. 

Feel free to reach out to our GM Angela Lack if you would like a demo or to discuss further. angela.lack@umlautsolutions.com

Regards,
Karen