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.
Iress ContributorFor 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.
