Adding attachment icon to Client Portal Messages
Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly if there are multiple lines of text in a file note, it is not clear to a client that they need to scroll right to the bottom to see\access an attachment to a file note. We will change our wording in messages to make it clear that the attachment can be "found below", but an attachment icon would be helpful for clients. Screenshots attached for contextTransform your advice conversations with Visualise
What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients better understand their financial position, possibilities and recommendations. Why should you use Visualise? Client engagement: Visuals designed to engage clients and articulate the value of advice, leading to a delightful advice experience that clients understand. Simple to use: Offers intuitive navigation in one screen, with all of the key tools and information within easy reach. One integrated & trusted system: It’s an engagement solution using and modifying Xplan data. It doesn’t require head office to look outside of Xplan for a solution. Modelling capabilities: Uses the feature-rich functionality of Xtools+ and allows advisers to quickly showcase the value they can offer their clients, and bring to life their clients’ current and future financial position. How can you access Visualise? Visualise can be accessed via the Hubs menu or via the Client Hub: What do you need to access Visualise? A user will need the following to use it: Licenses: Core, Client Focus. Capabilities: Visualise, Login, Remove group data, Create/Edit Document, Add existing clients as partner entities, Client Focus, Create Clients, Edit Client, List/View Clients, Edit tasks, View Cases for Visible Clients. To model strategies from Visualise, an Xtools+ capability is required. To use the Monte Carlo Simulation, the Monte Carlo Simulation capability is required. For details on how to set up case templates, please refer to the guide on the community. Naming Visualise contains functionality that we refer to as 'Discovery' (the screen which summarises the client data) and 'Cashflow Visualiser' (the modelling screens). For more information, please reach out to your relationship manager, or comment below.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.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.
