lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
11 months ago

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
client engagement
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martin.joughin's avatar
martin.joughin
Valued Supporter
11 months ago

I haven't looked at the client portal but in the past if a client had multiple entities e.g. trusts, companies, SMSFs, you couldn't see all of the assets at the same time. You had to switch between the different entities. Has this been fixed, or are there plans to fix it?  

lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
11 months ago

Hi Martin,

Thanks for the question an previously taking a look at Client Portal.

Regarding the single view of assets, you can see investment assets across entities in a single screen.  Where your question may relate to assets recorded in Client Focus, the balance sheet you can only view these assets (and liabilities) on a per-entity basis.

You can of course provide comprehesive custom reports to your clients to generate this data in a format that best suits your needs.  Let me know if you would like to understand more about how to do this.

Lachlan

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