Thread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementation thread, it had linked incorrectly to the review thread which had not been commenced (no tasks completed), not the opp I had been working through. I was able to unlink it from the case connected to the review opp and link it to the case connected to the ad-hoc opp however I don't understand why it happened in the first place and how to ensure that in situations where there are 2 active opps, the threads link to the correct one.đ¤Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clientsâ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer need to navigate to the datafeed reconciliation reporting screens - you can view the provider balances (as sent to IressNet) right there in Xplan alongside the current balance. You can choose to see the existing portfolio data, the provider's balance data, or both at the same time, centralising where you work and removing all that screen-hopping! You'll need to enable the "platform" columns to see them, as they're not on by default, but then you can customise and save your view so you can load in provider balances anytime you want. There is no data in the above platform columns as there are no live datafeeds in this site. There's a brand-new report called âPortfolio Valuation - Platform Balancesâ in case you want to report on the balances, and for those of you who love Xmerge, there's a new holdings data source called âholdings2025â that supports this new data. đĄTip: Always enable the "Platform Data Date" column so you know exactly when that provider data was last updated, especially since the system will show you the latest available data if there's nothing for your chosen date. Check out the Iress Community for more info on configuring your Portfolio grid columns But what if it looks wrong? We've got you covered! Check out our FAQ's for tips on how to troubleshoot if the data is not as you expect! Or any one of our Datafeed Reconciliation or Datafeed Reporting guides in the Iress Community.đ¤Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will need to obtain informed client consent before implementing advice or receiving commissions. (Delivering Better Financial Outcomes (DBFO) Act 2024,) Now, you can easily record client consent using the new Insurance Commission Consent (ICC) column in Risk Researcherâs recommendations screen. It allows you to indicate whether consent has been received for each product you recommend. And yes, thereâs new merge syntax available so you can include the details in your documents. This update was the result of conversations with several of you. Many shared that consent would typically be captured in their Advice documents (e.g., ATP) or other consent forms. For more information, check out the community article Meeting DBFO informed consent requirements in Xplan. Now that Risk Researcher supports consent tracking, and lets you include it in your documents, weâre also thinking ahead. Are there other ways youâd like to use this data? Weâd love to hear your thoughts around any other use cases you see for insurance fee consent. Let us know in this thread!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.đ¤Â 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!đ¤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 thereâs a much quicker way! In the file noteâs âRelatedâ 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.đ¤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 âreportout-5583-4567â 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'), â - â,$client.getField(âfirst_nameâ), â â,$client.getField(âlast_nameâ)]):> Statement of Advice - Joe Bloggs - 27 May 2025 = <:=$flags('output_by_syntax', value=[str('Statement of Advice'), â - â,$client.getField(âfirst_nameâ), â â,$client.getField(âlast_nameâ), â - â,datetime_merge.format('%d %B %Y')]):> zita.whiteâ takes you through it all in this Community Article: Controlling the filename of Xmerge outputsđ¤ 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 âworkflow groupâ. 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 âworkflow groupâ 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 âParaplanning Poolâ will go to Laura, who can reassign it to a specific paraplanner. All subsequent tasks assigned to the âParaplanning Poolâ 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?
