🤓Xplan Hint: Link to another Xplan page
Did you know you can add hyperlinks to another page in Xplan? This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to the job queue after completing a wizard doc merge, so they can see where they are in the queue. Check out this Community piece for instructions. Can you think of other ways to use this feature? Let us know!🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you are redirected to the Client Focus > Existing Insurance section, where you can make the necessary changes. Upon saving the edited policy, you will automatically be taken back to your scenario page, and all policies marked as "not considered" will be refreshed with the updated details. A small change on our end that will help make a huge difference to the quality of your data on your end!🤓 Xplan Hint: Visualising Aged Care
Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care possibilities with your clients. With Visualise you can: Enter client data quickly Model aged care entry (fees and income support) Compare scenarios such as: Keep and rent out their home Sell their home Pay or partially pay the Accommodation Deposit Draw down the Accommodation Deposit Because Visualise is powered by Xtools+: An Xtools+ scenario is automatically created in the background, giving you full flexibility to refine it further Charts, tables, and modelling outputs can be merged directly into your advice documents What are you waiting for? For a quick introduction, explore the Visualise Aged Care course in the Iress Learning Centre. Have you tried Aged Care in Visualise?🤓 Xplan Hint: Stop Scrolling and Master Your File Notes
How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes related to a specific topic. Using Notes effectively isn't just about capturing the note. It's about making it findable for you and your team in the future. Here is the 3-layer system to master your file notes: Layer 1: Type & Subtype (The Filing Cabinet) This is your primary, structured classification. Think of it as the mandatory filing system for your entire practice. Type: The high-level category (e.g., Advice Document, Meeting, Call, Email). Subtype: The specific item within that category (e.g., SoA, RoA, Initial meeting, Review meeting, Adhoc meeting, Enquiry). Your practice should have a clear, consistent structure for these. But this rigid structure can't capture everything. What about the context of the note? Layer 2: Tags (The Flexible Search Filter) If Type/Subtype is the "filing cabinet," Tags are the flexible, adhoc "hashtags" you stick on the file. Tags are not meant to replace your Type or Subtype. You wouldn't create a Tag called "Review" if that's already a Subtype. Instead, Tags should capture the context or topic that the rigid structure doesn't. How It Works: When creating your note, you still select your Type and Subtype as normal. Then, in the 'Tags' field, you add your labels. Unlike Subtypes, you can add multiple tags to a single note. Tags must be setup in the Note|Tags field definition by your system administrator. Some examples might be; Super, Investment, Insurance, Draft, Needs review, Final Why do it? Your Type and Subtype might be Meeting and Review, but the Tags Super and Investment tell the story of that meeting. Now, you can filter all notes for any client that has the Super tag, regardless of whether it was an email, a call, or a review meeting. Layer 3: Pinning (The "Must-Read" Thumbtack) This final layer is for visibility. You've classified your note (Type/Subtype) and made it relatable (Tags), but what about that one note that is more important than all the rest? That's where Pinning comes in. How It Works: On the client's 'Notes' page, find the critical note and click the 'Pin' icon (it looks like a thumbtack). This immediately replicates that note to a separate "Pinned" section at the very top of the list, where it will stay until it's unpinned. The Pro-Workflow: Using All Three Here is how you combine them for a perfectly managed client file: Scenario: A paraplanner has just finished drafting strategy notes for an upcoming client SOA. Type/Subtype: They select Advice Document and SoA. (The what) Tags: They add the tags Draft, Needs Review and Super (The context) Pinning: They Pin this note as it is the most important right now. This note may be superseded in the future and then you would unpin this note. Stop scrolling and start structuring. Using these three layers together saves time and makes your team more efficient. You can find more information in this Community Article🤓 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 client’s "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. What’s 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? 👇 Let me know!🤓 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. ‘Client Portal Configuration’.🤓 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! 🙌Things to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone 👋 I’m 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 I’m unsure about is whether it’s 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 haven’t been able to find any clear recommendations in the Community, so I thought I’d post here in case anyone has insights or tips to share. Thanks in advance 🙏🤓 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 “Is joint? = Yes” field When creating a thread or case template, you have the option to set the “Is joint?” 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. 👇🤓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!
