🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page for most of your every day activities. Everything you need (most of the time), right at your fingertips in one location. Why would you work any other way? View advice team, client contact details, category, net worth and FUM. Jump straight into active opportunities, open cases or tasks to do. View all historical activities across notes, diary appointments, tasks and emails, including pinned notes at the top. Add quick notes, appointments and tasks or send a quick email straight from the hub. Or click through to add the activity in the full activity screens. For more info, see the Client Hub: Overview in the Iress Community.
Form type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick options each time, just review and make any changes. We have a checklist that we want advisors to use in meetings. This covers all advice areas and there are boxes to be ticked. We are thinking that this could be saved and edited in notes. I.e. saved last answers and then just updated again at a meeting. Does anyone use something like this and can offer ideas for a solution The answers being o Yes o No o N/A o Not Interested o Already in place Thanks in Advance!🤓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.🤓Xplan Hint: Controlling the name of your xmerge outputs
Did you know you can control the filename of your xmerge outputs? Are you all too familiar with opening attachment after attachment with the default ‘reportout-5583-4567’ generic filename when trying to locate a specific document? If so, then you are doing things the hard way. By adding a simple line of code to your template you can control the file name that merges from Xplan. Statement of Advice = <:=$flags('output_by_syntax', value=[str('Statement of Advice')]):> Statement of Advice - Joe Bloggs = <:=$flags('output_by_syntax', value=[str('Statement of Advice'), ’ - ’,$client.getField(‘first_name’), ’ ’,$client.getField(‘last_name’)]):> Statement of Advice - Joe Bloggs - 27 May 2025 = <:=$flags('output_by_syntax', value=[str('Statement of Advice'), ’ - ’,$client.getField(‘first_name’), ’ ’,$client.getField(‘last_name’), ’ - ’,datetime_merge.format('%d %B %Y')]):> zita.white takes you through it all in this Community Article: Controlling the filename of Xmerge outputsWant 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: Workflow groups - assign tasks to a group of people rather than an individual
Did you know you can create a workflow group to assign tasks to as part of a case or thread template? Ever needed to assign a task to a paraplanning work group or a client services team, rather than to an individual or specific role? Super useful for when your business operates using a pool of people who pick up tasks based on capacity or skill set, rather than an individual team member being assigned to work on all tasks for a specific client (as with traditional dynamic role assignees). You control the users that belong to the group, with no need to set up additional user groups. When building your workflow template, you can then assign tasks to the ‘workflow group’. The first task assigned to the workflow group goes to a nominated user, who can then reassign the task to the appropriate team member. All future tasks assigned to the ‘workflow group’ are then automatically assigned to the team member allocated to the first task. In the example below, Laura might be the Paraplanner Manager. The first task assigned to the ‘Paraplanning Pool’ will go to Laura, who can reassign it to a specific paraplanner. All subsequent tasks assigned to the ‘Paraplanning Pool’ will then automatically go to the specific paraplanner that Laura has nominated. For details on how to set this up, see Task Management - Workflow Groups Have you thought of other ways that a workflow group can help allocate tasks?🤓 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 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 profiles
