lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
3 months ago

Want to know exactly what your client has updated in their digital fact find? Now you can!

Fact find comparison report is now available to all users

Background

Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The data is updated immediately in Xplan and allows advisers to capture data more efficiently. However, even though all changes are logged in the audit trail, getting a clear picture of what is updated wasn't always easy.

What's new?

Upon completion of a fact find in Client Portal, a comparison report is generated and saved as a file note against the client. All data from the fact find is displayed and any changes are clearly highlighted.

 
How do I activate it?

No extra steps are required to configure or activate the comparison report, it is already live in Client Portal and available now.

Simply follow the existing fact find process by setting the fact find status to 'Unlocked' and when the client submits their fact find, a file note is created with the comparison report attached.

Got questions or feedback?

We always welcome feedback on our products and if you wish to let us know your thoughts, or if you have any questions, please don't hesitate to post them below.

client engagement
clients
practice management
technology
xplan

5 Replies

  • sharyn.evans8's avatar
    sharyn.evans8
    Active Interactor
    2 months ago

    Hi lachlan.fuller​ a great feature once a client has completed their client portal fact find would be to include the name of the fact find journey in the subject line and\or body of the email that the adviser receives & the subsequent file note in Xplan - we have setup 3 fact find journeys "Onboarding", "Risk Profile" and "Review" but it is not easy to identify when viewing file notes types which one was completed when. Can you add this as a development request? Hopefully it is just some simple coding in the email template.

     

  • sharyn.evans8's avatar
    sharyn.evans8
    Active Interactor
    3 months ago

    lachlan.fuller​ can you confirm that this comparison report is expected to be generated when a client completes a fact find on behalf of both themselves and their partner? In testing this yesterday, it was not being generated.

     

    • lachlan.fuller's avatar
      lachlan.fuller
      Icon for Iress Contributor rankIress Contributor
      2 months ago

      Hi sharyn.evans8​ ,

      • Where the option to complete for "Both me and my partner" is selected in the fact find, a single comparison report will generate and include data for both the client and partner   
      • If the option 'Just myself' is selected, the reports will generate separately for each individual. 

       

      In each case, the content of the report will be what is visible in the fact find journey, e.g. if 'Just myself' is selected, the client's report will not include partner only data, just client only and joint.

      If there was an issue with the generation when testing, can you please check to ensure both the client and partner's fact find status is set to 'Unlocked'?  In my testing and conversations with users, a common denominator with generation issues has been the fact find status being set to 'In Progress'.

      Please get in touch if you have any further issues with the comparison report being generated.

      Lachlan

      • sharyn.evans8's avatar
        sharyn.evans8
        Active Interactor
        2 months ago

        Hi Lachlan, Thanks for your response. I have tested again this morning, confirming that both client and partner's statuses were set to "Unlocked" and no comparison report was generated. This has also been reproduced by Practice Dynamix and they have escalated to Xplan support for further investigation.

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content