Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
We are currently using Xplan in NZ and looking to find ways to improve annual reviews we do with relationship managed clients. Is there a way to have an email that can be sent with client reviewing some basic client data (like health, tax, assets, liabilities, income and expenditure along with what their goal is). Can this be set up and have a prompt for one of our team to review before this is sent?
also, I've been trying to find a way to place Xtools link into a scenario wizard so the user can go from wizard into xtools to product projection and then ideally back into the wizard to complete information and then merge out SOA for client.
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
