31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model. Whether you're just starting out, like Kylie, or growing your business, it can be easy to overlook the capabilities of the tech you already have. If you’ve got a bold vision like Kylie and you’re building out your advice processes, trying to scale efficiently, or just need Xplan to do more of the heavy lifting, this AMA is your chance to ask. For example: How do I track which referrers bring in my best clients? What’s the best way to ensure my file notes meet compliance obligations in Xplan? How can I track my marketing efforts? Can I invoice my clients from Xplan? How can I utilise Visualise in the onboarding process When should I introduce the Client Portal into my fact-find process Join me here on Thursday 31st July from 3pm to 4pm AEST. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help! Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios > Analytics: Click on the “Detail” tab: Then on the right-hand side of the screen, select Action > Export Calculation Details: If you need a brush-up on how the returns are calculated, check out this fantastic Community guide.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.🤓Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to link/unlink the note from any entity.
Using Xplan Client Portal as a Document Vault
Hi All, I'd be interested to know if any other practices are using the Xplan Client Portal as a Document Vault for clients to upload important documents such as Wills, PoA's etc? Our clients love the ability to upload documents via the portal, but it doesn't appear that there is any flexibility to "tag" or categorise a file note once it has been uploaded in the same way we can in the back end of Xplan. Are other using it in this manner? Is Xplan looking at developing a Document Vault as many other CRM providers offer? We've also had feedback from clients that it is now hard for them to search or filter for different types of files\messages we have sent them via the portal and they can't mark them as read or move them into an "actioned" folder like they would like to. Would love your thoughts on both of the items above.🤓Xplan Hint: Getting fancy with client search
Did you know about client search prefixes? Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode “2000”, I can just use the prefix pcode in the Quick Search box: This could be useful if you need to do specific searches; e.g. if you’re meeting a client and want to see who else is in the area, or if you received a missed call and need to search by the phone number. Check out this handy Community guide on the full list of available prefixes.How well do your clients sleep at night?
The more you look at studies on what makes happy retirees, the more obvious it becomes that your retiree clients don’t care about asset allocation; they care about knowing they can keep a roof over their heads, eat food, and pay their bills—no matter what markets do. - Sure, having an adviser helps. - Sure, having enough wealth that it doesn't matter what markets do helps (a lot). But for all of them - they just want to know they can sleep peacefully at night. So, how do you approach this in your practice? 🔹 Do you start with income needs first, or does portfolio strategy still take priority? 🔹 How do you help clients manage the retirement risk zone without leaving them exposed? 🔹 Are we missing an opportunity to rethink retirement income altogether? I explore these questions in my latest blog here, but I’d love to hear how you’re tackling this in your own advice practices.Marketing - Email templates
Hi, I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create templates specifically for: Annual Review Due (invite with link to online bookings) Fee Consent Due (email to our client that their consent is due) My goal is to include elements such as banners and improve the overall presentation to make the emails more captivating for our clients. Does anyone have any resources or links within the Iress Community that demonstrate how to draft more detailed and visually appealing email templates in Xplan? Thank you in advance for your help!
