Updating Wealthsolver / IPS with current AA and fees
Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from the PDS which does not reflect the correct AA as this is updated quarterly and PDS annually. Can you please let me know the best way to update Xplan (wealthsolver & IPS manually). thanks, BridgetYour 12-month Xplan development plan
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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.
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.
