AI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihood that Xplan would consider adding an AI recording feature in Xplan in the file note section that transcribes and summarises file notes We constantly talk about efficiencies and how to add value and improve the adviser experience, and I have found this to be one of the best additions I have made to our business.
How do we challenge ourselves?
We’re a group of 3 practices operating under a single license, all are XPlan based. We would consider ourselves ‘pretty good’ users of XPlan. How do we learn what we don’t know? Challenge ourselves to be better users by leveraging functionality to the maximum extent possible and delivering more value for our investment? Is there a forum (either online or in person) we can join or tap into to meet like minded practices?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: Client List - generating a report
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into a CSV file. What's even better is the newest available feature that will export the exact columns you have in your client list page, even the custom columns you have added. Why? Get the information you want to see on your client list search page. Generate a report of this information into either PDF or CSV for easy reference. No more need to create and generate an Xport report or run an export to get this information out all in one place - there are now less clicks involved. How? Click the preferences icon from the top corner of your client list result and select the “temp table config” option; Tick or untick what you want to see in the results list; Select Save Current Config and Save….you’re all done. As easy as that. If you can't find something that you want to see, this may need to be added at a system settings level, so check with your site administrator first. To run your report, click either the PDF or the CSV button.🤓Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs your eye to what's most important to you in your role. How? Select preferences from below your name; Navigate to General; Select from the options available in the “Start Page After Login” drop down menu...you’re all done. As easy as that. But, check your site and capabilities, because some sites might restrict what you can do and see. Now when you login to your Xplan site, you will be automatically taken to the page you use the most. You can read more about other ways to customise your preferences here: Micro Learn - User Preferences.
Xplan Tasks: Cut-off time
Hi everyone! First time posting here :) Just wondering if there is a way to automatically add one day to a due date if the task was activated after business hours? For example, if a Prepare Plan task was completed by an adviser after 5pm on Monday, the Peer review task (which has a due date condition of 3 business days after activated) will now be due on Friday instead of Thursday? At the moment, we have to manually adjust the due dates for these scenarios. Any ideas, Anonymous ?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: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself building the same types of scenarios in Xtools+ (think: super contributions, pension strategies, or asset sell-down sequences), you don’t need to start from scratch every time. By saving a well-constructed client model as a scenario template, you can reapply that structure to new clients with minimal adjustments. Templates can retain: Income and asset structures Strategic assumptions Modelling (like contributions, drawdowns commencing an Account Based Pension) Why is this helpful? It standardises how your team models advice, improves turnaround time for strategy reviews, and reduces input errors. It’s especially powerful for practices working at scale or those who want to embed best-practice scenario logic. Create a scenario once, use “Save As Template,” and next time you start a new Xtools+ scenario, select your saved template. You’ll be surprised how much time this can save. Jump into Xtools+, build your most-used scenario, and save it as a template. Then try applying it to a different client—see how fast you can go! And if you’re not sure where to start, head to the Iress Community for examples and a step-by-step guide. You can get more information here Iress Community - XTOOL Scenario Templates
