Marketing - Email templates
Hi, I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create templates specifically for: Annual Review Due (invite with link to online bookings) Fee Consent Due (email to our client that their consent is due) My goal is to include elements such as banners and improve the overall presentation to make the emails more captivating for our clients. Does anyone have any resources or links within the Iress Community that demonstrate how to draft more detailed and visually appealing email templates in Xplan? Thank you in advance for your help!
Statement of Advice for Multiple names
Hi Team, Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a joint Statement of Advice (SOA) for all 3 names? Thank you, Margaux
Expected Revenue Tracking
Hi Team Expected Revenue Tracking – Pipeline Tracking Our business is currently using spreadsheets to track the following: Adviser Meetings and Outcomes Client Meetings Adviser Meeting Types (examples: Review, Ad-Hoc, SOA presentation meeting etc) Adviser Outcomes (examples: no change, SOA, ROA, proceed in full, proceed in part, not proceeding) Expected Revenue Matrics Expected initial one-off upfront fee for service fee $ Expected one-off implementation fee $ Expected Initial one-off Risk insurance commission $ Expected ongoing adviser service fee $ /pa Expected ongoing risk insurance commission $ /pa We currently reconcile these revenue metrics (points 4–8) using Revex as our revenue payment system (previously using CommPay). How can XPLAN help us to manage: Revenue Tracking Automation Pipeline tracking Reporting to provide: Expected initial revenue vs Received initial revenue Expected ongoing revenue vs received Ongoing RevenueAdjusting tax withheld in Xtools+
Hi there, Could anyone advise whether it is possible to adjust the 'tax withheld' for future financial years in an Xtools+ scenario? In our current scenario, the prospective client has additional tax withheld each year as a form of 'forced savings,' resulting in a tax refund. I would like to accurately reflect this in their current scenario illustrations Cheers Nate
How to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how this works it does not appear to do anything? Thanks in advance!
