š¤ Xplan Hint: Let your clients Visualise their future from the get-go
Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes? Instead of spending your first meeting collecting data, use Visualise to engage your clients right from the start and effectively demonstrate the value of your advice immediately. Transform your client onboarding: Fact-Find playback: Start by playing back the pre-completed (or partially completed) fact find. Use the Visualise fact find screens to confirm the data easily and flesh out further details together. This process allows you to facilitate a two-way conversation rather than a Q&A-style first meeting, building trust instantly. Map out the client's goals: Move beyond facts and deep-dive into goals and objectives. Visualise is perfect for capturing your clientās "dream" future. Seeing their aspirations mapped out on screen makes the process instantly more tangible and emotional. The "What if you do nothing" reality check: Once you have a clear picture, the true magic begins. You can immediately generate a financial projection that shows your client exactly where they will be in the future if they change nothing. This projection is a powerful, non-confrontational way to highlight the potential gaps in their current strategy. Demonstrate instant value: Now, pivot to the power of Visualise. You can instantly demonstrate the financial benefit of simple, practical strategies. Whatās the impact of increasing super contributions by just 2%? How does an interest rate increase really affect their cash flow? You can model these scenarios live, allowing the client to participate in designing the strategies that will best work for them. Using Visualise in the first meeting allows you to move from being a data-collector to a future-forecaster, making the client instantly excited about the journey ahead. Transform your advice conversations with Visualise. What simple strategy do you find clients react most positively to when you model it for them in Visualise? š Let me know!š¤ Xplan Hint: Client Portal Config at your fingertips
Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect or your Account Manager, saving you time and providing you with the flexibility to make updates and changes easily and conveniently, in real time, any time you like! Navigate to Admin > Site > System Settings then Access > Client Access > Configuration. Click to Launch Client Portal Site Configuration. Check out the Iress Community Article, 'Configuration Management in Client Portal,' for all the details or watch this quick video guide in the Iress Learning Centre. āClient Portal Configurationā.š¤ Xplan Hint: Resize multi-fields
Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this latest update, simply drag to expand the field to view more, or even all, of your options at once! šThings to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone š Iām looking for best practices and things to consider when creating Professional Advisers in Xplan. The purpose is purely to link them to clients as authorised third parties, and to have their contact details easily accessible. One thing Iām unsure about is whether itās better to enter the contact as an individual or a company. Are there any functional differences or implications for reporting, visibility, or future use? I havenāt been able to find any clear recommendations in the Community, so I thought Iād post here in case anyone has insights or tips to share. Thanks in advance š18th Sept AMA: Iām Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone š Iām Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of āwhatās the best way to do this?ā questions. Thatās why I'll be live here in the Advisely AMA forum to answer your best practice questions, hear your feedback and clear up any curly ones. To spark ideas, you might want to ask about ā or share your feedback on ā modelling across multiple scenarios, best practice for setting up complex strategies or smarter way to handle rollovers and lump sums without messy workarounds. Drop your questions below ā whether itās something specific youād like answered, or feedback on what would make modelling better for your advice process. Iāll be here live on Thursday, 18 September at 3 pm AEST to respond. Looking forward to the conversation! š¬ This AMA is text-based, so Iāll answer your pre-submitted questions in the scheduled time. š Click here to save the date in your calendar. š Donāt forget to hit the bell in the top right corner to be notified. šļø Let us know what you thought of the AMA and what topics you would like to see next here.š¤ Xplan Hint: Auto update fields against both the client and the partner record
Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the āIs joint? = Yesā field When creating a thread or case template, you have the option to set the āIs joint?ā field to Yes. As you create each task in your workflow you can then use a task outcome to update a field against the client record. In this example, I have set the task to change the category to Diamond. How else do you use task automation in Xplan to save you time? The Workflow Starter Kit has lots of ideas on how you can include automation in your workflow. I'd love to hear how you have employed this functionality in your business. šš¤Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this hint will certainly take the tedium out of your day! On the client list screen (you can filter these via Advanced Search or any of the standard filters), just click on the downward action button next to any client: This will show the following list of actions: Do you already use this? What are some other bulk actions which has saved you time? Let us know!
