Xplan Case Benchmarks - Outcome of task
Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link certain items to complete the benchmark. To make this easier we are hoping to have a task outcome that automatically takes them to the case benchmark page as a sort of reminder to complete them (rather than just text in the task saying "navigate to Cases, click into the case, find the benchmark and link the relevant doc etc....". It doesn't seem this is possible but I'm wondering how other fin planning businesses might be doing something similar. As background we are still working with staff on always using note templates when saving documents to xplan so that they can auto complete the benchmark, but this is not yet the case and some are still uploading directly to document notes without a template and not always choosing the correct type/subtype so some manual completion of case benchmarks is required.🤓Xplan Hint: Model changing investment profiles in CALM
Did you know you can model changing investment profiles in Xtools+ using Life Stages? As clients move through different phases of life, their risk tolerance and investment needs shift. That’s where Life Stages in CALM come in—letting you automatically adjust investment profiles over time, based on age or balance. For example: What are Life Stages? Life Stages allow you to change the investment profile for Super and Account-Based Pension accounts across different points in a client’s life. Typically, this means shifting from a high-growth strategy while accumulating wealth, to a more conservative one in retirement. Here’s how to set it up (a detailed guide is available on the Community): Turn it on: Go to Admin > Site > Assumptions > Risk Profiles > Life Stages Set Activate Risk Profiles by Life Stages to Yes Define your stages: Use the sliders or input the End Age for each stage. Need more stages? Click the + button. (Heads up: Stage 1 will always start at age 0, and the final stage ends at age 99.) Add investment balance cohorts: Enter the end balance for each cohort. Only want age to drive the profile? Add a single cohort with a very large end balance. (Don’t forget to hit Save after each step.) Complete the matrix: Based on your age and balance settings, you’ll now see a matrix—match each stage/cohort with your existing risk profiles. (Don’t forget to hit Save after each step.) To see it in action: In CALM go to Super > Accumulation and in the Rates section, set the Investment Profile to Life Stages Do the same in Pensions Head to the Asset Allocation Incl Super chart and watch the allocation shift over time You can read more about Life Stages here: CALM Xtools+: Using Life Stages risk profiles27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what's being developed in your favourite modelling tools? For example, curious about what we've recently released? Or what about what we're currently working on and developing? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me here on Thursday 27 March from 3pm to 4pm. Having worked with hundreds of advice practices, I know the ins and outs of your favourite modelling tool and what you need out of it, so I'm here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at lana.graham 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!
Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need! Have questions like these?: Where do I start with designing my review workflow in Xplan? Could workflow automation help me keep track of compliance obligations? How can I use Cases to track client service obligations? Join me here on Thursday 8 May from 3pm to 4pm AEST. I’ve worked with many practices to optimise processes and boost everyday efficiencies. If it’s to do with running your practice, 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! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at kenny.foo 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.🤓 Xplan Hint: Search smarter from the Xplan search bar
Did you know you can search notes, workflow, policies, assets & portfolios straight from the Xplan search bar? Need to find something quickly? Look no further than the top right-hand corner of Xplan. I’d guesstimate that 95% of Xplan’s users only ever use this function to search for clients or to access saved Advanced Search criteria quickly, some may search for users or groups, less might search for referrers, suppliers or professional advisers. How many of you have actually used the Xplan search bar to search for notes, workflow, policies, assets or portfolios? Comment below and prove me wrong! ⬇️🤔 Try it out: 👉 Searching notes by keyword will search note contents & file attachments. 👉 Search workflow by task subject or task, lead, opportunity, case or thread id. 👉Search assets, super, pension or insurance records by account or policy number. 👉 Portfolios search will search for portfolios by external account ID, portfolio name or account name. A super quick and easy way to find what you need that’s been there the whole time! .....did you know that this functionality existed?Super and Pension renovations in Xtools+ are complete. Do you want to move in?
Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025 We've transformed the way you model super and pensions in Xtools+, and it's all based on the feedback you shared with us. 💡 What’s New? We started with a simple goal: allow you to model a second super fund without lumping everything into one. But the more we listened, the more we realised there was a bigger opportunity. You told us you wanted to keep the tax components separate, so you could model retirement pension and estate planning strategies without workarounds. So, we’ve reinvented the way you model super accounts, contributions, cashouts, rollovers and pensions in Xtools+. User feedback has confirmed the new modelling to be a more flexible, intuitive, and powerful experience. 👉 Let us help you move in We’re excited for you to leverage the new features ASAP, which is why we’re opening it up from 13 May 2025. Otherwise, you could wait for the final release on 3 June 2025. However, we understand you might need a little help easing in, so we’ve recorded an introductory video. Watch the video I recommend you think about watching the video NOW. Set aside 19 minutes, or you could try 10 minutes at double speed! To view it, click this link to go to the Iress Learning Centre. Register for early opt-in If you like what you see in the video, please consider (or ask your site administrator) to register for early opt-in. You can find more details in this community article: Xtools+ CALM: Our Super and Pension Renovations are complete. Its time to move in! Deep-dive webinar We will be running a deep dive 1-hour Xtools+ Reinvented Super & Pension Modelling webinar on May 27. We will include some case studies, and I will be available to answer questions during the session. Please register at the Iress Learning Centre. Got questions or feedback? Please take a look at the video and article - if you still have questions or feedback, you could lodge an item on Xtools Connect (check out XTOOLS Connect - a new way to collaborate with the Xtools team!) Otherwise, feel free to comment in the thread below.🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create your own shortcuts to these by saving them to your Links page. Next time you find yourself searching for a menu item that you use frequently, hit the star icon. Now it is saved as a favourite under the ‘My Links’ menu, making it easily accessible and saving you clicks next time you need to use it. Are you a datafeed administrator who checks the Platform Summary or Reconciliation Summary screens daily? Star it! ⭐ Do you manage xmerge templates for your team? Star it! ⭐Are you an insurance adviser who frequently accesses the Policy Search screens? Star it!⭐ What menu items are you going to star? ⭐⭐⭐🤓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.
