đ¤Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will need to obtain informed client consent before implementing advice or receiving commissions. (Delivering Better Financial Outcomes (DBFO) Act 2024,) Now, you can easily record client consent using the new Insurance Commission Consent (ICC) column in Risk Researcherâs recommendations screen. It allows you to indicate whether consent has been received for each product you recommend. And yes, thereâs new merge syntax available so you can include the details in your documents. This update was the result of conversations with several of you. Many shared that consent would typically be captured in their Advice documents (e.g., ATP) or other consent forms. For more information, check out the community article Meeting DBFO informed consent requirements in Xplan. Now that Risk Researcher supports consent tracking, and lets you include it in your documents, weâre also thinking ahead. Are there other ways youâd like to use this data? Weâd love to hear your thoughts around any other use cases you see for insurance fee consent. Let us know in this thread!
13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!
Managing client portfolios effectively is essential for a well-run advice practice â but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's potential by posting a question below for me to help! For example, curious about how to integrate the new Recommendations screen into the wizard? Need help transitioning a practice to the new screen? Looking for tips on building corporate action templates for common events? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me and my fellow Portfolio expert and product manager marc.fraser-jones here on Thursday 13th March from 3pm to 4pm. Start popping in your questions below and Ask Me Anything! âď¸Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag us at jason.zhang and marc.fraser-jones đď¸ Let us know what you thought of the AMA and what topics you would like to see next here.
WealthSolver Balances/Aggregation
katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change to this in IRESS Community. Are you aware if this has been a recent change?
