18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. That’s why I'll be live here in the Advisely AMA forum to answer your best practice questions, hear your feedback and clear up any curly ones. To spark ideas, you might want to ask about – or share your feedback on – modelling across multiple scenarios, best practice for setting up complex strategies or smarter way to handle rollovers and lump sums without messy workarounds. Drop your questions below – whether it’s something specific you’d like answered, or feedback on what would make modelling better for your advice process. I’ll be here live on Thursday, 18 September at 3 pm AEST to respond. Looking forward to the conversation! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
😮 Health Premium Loadings modelling in Xplan made easier - Part 2
As part of our commitment to making Xplan more cohesive, we have continued enhancing the modelling of insurance policies that include health premium loadings. These changes will be available in the Xplan 25.9.459 release. ⚙️ What did we hear from you? While Client Focus > Existing Insurance allows you to review Insurance Policies and associated product information for new and existing policies, the Health Loading percentage recorded against an existing insurance cover was not imported into a Risk Researcher scenario. It was unclear in Risk Researcher, within the Premium Modelling > Current Situation table and associated SoA, which existing products contained a Health Premium Loading. 💡 What have we done? We've updated the existing Insurance Group and Risk Researcher with changes designed to simplify the advice journey and improve modelling! ✅ How does this benefit you? A central location to record and update information regarding policy restrictions .Enhanced productivity by reducing the need for additional work to accommodate implemented policies with health premium loadings in Client Focus. Existing Policies containing a Health Premium loading and/or Exclusion are now identifiable. 👀 So, what's new? Give me the detail... 💬 I would love to hear your feedback, so click 'reply' and leave your comments and questions down below!Best practice for linking Entities in Xplan
Hi there 👋 I’m seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. It’s been a while since I’ve needed to do this, so I want to make sure I’m approaching it correctly. Is the recommended method still to create the entity as a new client, then link it to the master client via Admin > Client Groups? Would this setup support efficient reporting and future modelling? Appreciate any insights or tips you can share. Thanks in advance!🤓 Xplan Hint: Compare Xtools+ Scenarios
Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different options is key to help make informed decisions. The Xtools+ Compare Charts function is a powerful tool designed for exactly this. Instead of switching between individual scenarios, you can generate a single set of charts that visually contrast the projections, making the impact of your advice immediately clear. This feature allows you to select any of your Xtools+ (CALM) scenarios and view their projected outcomes, like Net Assets, Cashflow, or Asset Allocation, on the same graph. It’s perfect for viewing 'current position' versus a 'recommended strategy,' or for comparing two different strategic options. By presenting the data this way, you create a compelling and easy to understand narrative for your clients, helping them clearly see the long-term benefits of your recommendations. It simplifies complex information and brings your advice to life in a tangible way. How to Compare Charts Navigate to CALM: For your chosen client, go to XTOOLS > XTOOLS+ > CALM. This will show you the list of existing scenarios. Select Compare Chart: At the top of the list of scenarios, click the Compare Chart button. Choose the chart you wish to compare: From the left hand menu select the chart you wish to compare Choose Scenarios: Simply tick the boxes next to the scenarios you wish to compare. Compare: Click the Compare button. View Results: The comparison chart is now visible. You can change to other charts by selecting them from the navigation menu on the left. References Iress Community - Xtools+ Iress Community - Xtools+ Compare Chart Xmerge🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms to anticipate what you’re looking for - before you finish typing. Yes, that’s right, finding the right fields in Advanced Searches is now simpler and faster. Just start typing part of a field name and instantly see matching results to select from - no more trying to remember the field name or prefix, no more scrolling endlessly, hoping the right field will jump out at you! This improvement was driven directly by client feedback, which stated that locating fields without knowing their exact prefix was difficult and time-consuming. The new type‑ahead field search is available wherever Search Criteria is used. 💡Predictive search is now also available in the Xplan Syntax tool within the Email and Document Note editors, helping you work more efficiently.4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!
Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your questions and ideas. To get you started, you might want to ask about: The kinds of business insights you’d find most valuable to see at a glance Insights already available (CRM, Docnotes) What’s on the roadmap (Workflows, Portfolios, CommPay) How reporting could be simplified or improved in practice Drop your questions below — whether it’s something specific you’d like answered, or feedback on what would make reporting better for your business. I’ll be here live on Thursday, 4 September at 3 pm AEST to respond. Looking forward to the conversation! 🚨 Update: This AMA has now ended, but please continue to pop your questions in the discussion forums and make sure you tag me dexter.manuel 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices when it comes to Xplan? For example, are you segmenting clients properly? Are file notes orderly and retrievable? Do you have zero client email bounceback? If not, join me here on Thursday, 17 July from 3pm to 4pm AEST. I’ve worked with many practices to optimise processes and boost everyday efficiencies. If it’s about establishing solid data foundations, there’s a good chance I can help you do so with Xplan. I’m here to help. Don't miss out – post your questions in the thread now! 🚨 Update: This AMA has now ended, but please continue to pop your questions in the discussion forums and make sure you tag me kenny.foo 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
Xtools+ 'other linked super contributions'
Hi everyone, Does anyone know how to delete or remove linked super contributions within Xtools+ > Individual > Cashflow > Income? I'm working on a scenario where super contributions are linked to a clients income, and I can't remove or delete them. I even tried deleting their income, but the contributions keep repopulating.. this is affecting the cash flow modelling and projections. Has anyone else run into this issue and found a fix or workaround? Thanks in advance!🤓Xplan Hint: L is for Learning
Did you know that accessing the Iress Learning Centre is now as simple as finding Help in the Iress Community? Yep, you all loved H for Help so much that we went ahead and introduced L for Learning. You saw " H for Help " and asked, “Why not have a similar feature to direct the users to the Iress Learning Centre?” We listened! This feature lets you highlight text on your current page and hold the L key (for 3 seconds) to take you directly to the Iress Learning Centre search results page. The highlighted text is automatically populated in the search bar, facilitating immediate access to relevant available topics. Give it a try!🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workflows in Xplan create efficiencies and streamline processes. We also know that it can be tricky when starting out and hard to decide what workflow automation features will work best for you and your business. That's why we created the Workflow Starter Kit – your go-to resource for self-serve workflow creation. It's a starting point, aimed at empowering you to streamline your processes and realise the full potential of Xplan workflows. Here's what you can expect: 🔹 Four simple, importable workflows to get you started. 🔹 Easy-to-follow setup instructions for a seamless experience. 🔹 Creative automation ideas to spark your customisation. 🔹 Direct links to essential learning guides for deeper understanding. Ready to dive in? The Workflow Starter Kit is now available in the Iress Learning Centre. Discover how you can easily enhance your Xplan experience and unlock new levels of productivity! If we've missed the mark and you don't find this guide helpful, or you're still confused about what to do, let us know so we can make it better! If you do find this resource helpful, also let us know, so we can put together more resources like this one! You can provide feedback via Iress Connect, your Relationship Manager or directly to me right here on Advisely! 📺 Want to know more? We are holding an introductory webinar on Tuesday, 26 August 12:00 pm to 12:45 pm (AEST). Register here: Workflow Starter Kit Introductory Webinar
