Xplan Training Library

Client Task Hub Webinar

This month's Xplan webinar will be providing updates on the Client Task Hub.

Date: 23 May 2024 at 2:00 pm AEST

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 New User Guide

An essential collection of training guides essential for new users using Compass or CWT.

 

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For practices to reach their full potential with Xplan, training is essential. Browse our library of training videos and guides below!

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FAQ - Client Focus


Commpay | How can I retrieve a Commpay Account that I have set to No Mapping Required?
Do I need to link the Insurance Policy to the Super Fund?
How can I check if a client has digitally signed a document?
How can I edit the amount for a loan repayment in the expense section without navigating back to the liability section?
How do I add a partner?
How do I add an Offset Account into XPLAN?
How do I delete a client?
How do I enter an insurance policy with super-linked TPD cover outside super?
How do I link an entity (e.g. SMSF) to the client?
How do I make the Partner the primary client entity?
How do I map a Commpay client?
How do I merge a Fact Find in bulk?
How do I search Client Linked Platforms
How do I separate a client and partner?
How do I stop the Insurance Policy from automatically creating an expense item?
How do I unmap a Commpay client?
How do I use digital signatures?
How do I view all completed tasks under a client?
I can’t see the asset listed in the options when I try to link it to the liability?
I can’t see the client’s Related Entity listed when I click on the client’s name at the top of the screen?
I’ve linked the Super Fund to an Account in IPS but when I click on the ‘Investments Options’ tab I can’t see any investments?
New User Training
What are Scenario based fields?
What items in XPLAN automatically create an income and expense item?
Why can’t I see any options listed in the Insurance Policy field for the Super Fund?
Xplan Spell Check Error

FAQ - Datafeeds


Datafeed Migration - MLC Wrap & Navigator (Aviva) to IOOF Group
Datafeed Setup | Adding Asgard (AdviserNet) Adviser Mapping
Datafeed Setup | Adding AUSIEX Adviser Mapping
Datafeed Setup | Adding Australian Retirement Trust (ART) Adviser Mapping
Datafeed Setup | Adding BT Panorama Adviser Mapping
Datafeed Setup | Adding CFS EPI Adviser Mapping
Datafeed Setup | Adding HUB24 EPI Adviser Mapping
Datafeed Setup | Adding IOOF Adviser Mappings
Datafeed Setup | Adding Macquarie ESI/WRAP/Cash Management Adviser Mapping
Datafeed Setup | Adding Netwealth Adviser Mapping
FAQ for known datafeed issues
How can I check if a datafeed has run?
How do I Map or Remap a datafeed account?
How do I refresh a datafeed?
How do I remap a datafeed from a Joint account or a 'Shared Portfolio'?
How do I set up a new datafeed?
How do I stop an account coming through a datafeed?
How to Add Manual Transactions to Adjust a Datafeed Cash Account to Achieve Balance
Known Datafeed Issue | BT Panorama (Former BT Wrap Accounts)
Should I turn on Insurance Datafeeds?
What are IPS External and Client Focus Account mappings?
What are Lock Dates and why would I need to use them?
What do I do if data has stopped importing for a client?
What do I do when I receive an 'Unknown account' datafeed message?

FAQ - Portfolio (IPS)


Can I delete an account that has been created manually if a datafeed has come through for the same investment?
Do I need to create an account when adding the client’s Bank Accounts and Term Deposits?
How can I change the default portfolio display that I see when I go into a client's portfolio?
How can I change the name of a holding in the client's portfolio?
How do I add an additional purchase to an existing investment holding in IPS?
How do I add/link a default Cash Account to the portfolio account to capture the income or capital cash transactions created by Corporate Actions?
How do I complete an Investment Switch in IPS?
How do I create a custom product in IPS?
How do I create a portfolio account?
How do I delete a portfolio account?
How do I enable corporate actions for my client's portfolio accounts?
How do I know if the Corporate Action has been applied?
How do I manually rebuild a cost base for listed shares in IPS?
How do I run corporate actions against a client's portfolio account?
How do I search for clients with a particular holding?
How do I transfer holdings between client's or portfolio accounts?
How do I view the effect the Corporate Action has had on the client's portfolio account?
How is IRR calculated in performance reports?
How to add a sale to an existing investment holding in IPS
How to apply a model portfolio to an account in IPS
How to change the Status of a Transaction?
How to create a Target Set (Model Portfolio)
How to delete a transaction?
How to edit a transaction for an investment holding in IPS?
How to Edit Investment Holdings and Transactions?
How to edit the investment holding details in IPS?
How to generate a Portfolio Projection report?
How to remove an investment holding in IPS
How to view the Asset Allocation for the proposed portfolio
I can't find the correct investment in IPS that I need to use, how do I find it?
I completed modelling in the Advanced Mode and switched to the Basic Mode and lost my modelling. Can I retrieve it?
User Admin | How to Set Up Auto Sets for an adviser so that the roles against a client automatically default to the correct people(Internal guide)
What are Disclosure Fee Sets?
What are the components of the Model > Recommend page?
What are the components of the Portfolios (IPS) module?
What do I do if the Corporate Action result is not correct?
What is the difference between the basic and advanced mode in Model Portfolios?
Why can't I see the Admin tab in Portfolios (IPS)?
Why do I get this error when editing or adding transactions to an investment in IPS - "https: 500 Internal Server Error"?
Why do the fees differ in IPS and WealthSolver?
Why does the cash account show a negative return?
Why is my share trade datafeed not updating correctly?

FAQ - Practice Management


2FA | How do I enable two factor authentication (2FA) on XPLAN?
Advanced Search | Can I rename a saved Advanced Search Criteria?
Advanced Search | How do I create a new Advanced Search Criteria?
Can I create my own coded merge templates?
Can I use DKIM and DMARC records with Xplan?
Clients | Can I add my own client category or delete a category?
Clients | How do I search for an email address or phone number?
Copying a Public Workflow or Thread
Diary | Can I use the XPLAN Diary Integration if Outlook has 2FA set up?
Diary | How do I set up Diary Sync for Office 365? (for Advice technology internal staff use)
Diary | How do I view another user's diary?
Digital Signatures | Does it cost to use Digital Signatures in XPLAN?
Efficiently Changing Document Theme in Word
Email | How can I forward emails into XPLAN?
Email | How can I set up an unsubscribe link to include in emails?
Email | How do I add an image to an email template?
Email | How do I create an email template?
Email | How do I fix irregular formatting in my email template?
Email | How do I send out bulk emails?
Email | Why is the Outlook Plugin appearing greyed out?
Export | How do I export a mailing list?
File Note | How do I add a single file note or to multiple clients in bulk?
File Note | How do I create a file note template?
How do I search Client Linked Platforms
How do I set up Soft Dollar Register in Xplan?
How to change your own merge templates to .docx format
Invoicing | EziDebit FAQ and Tips/Tricks
Outlook Plugin | How do I install the (Old) V1 Outlook Plugin?
Outlook Plugin | How do I install the Outlook Plugin V2/V3?
Outlook Plugin | My Outlook Plugin is disabled/not working. How do I re-enable it?
Preferences | How do I get my Signature to come through in merged letters and documents in XPlan?
Preferences | How to set up your own Personal Email Signature?
Report | How can I automate a recurring report?
Report | How do I create a client report using the Xport Tool?
Report | How do I run a client Review Report?
Report | How do I run a FUM report?
Report | How do I run a Management Report?
SMS | When I try to send an SMS reminder from the diary it picks up the client's email address and not their SMS address. How do I send to their SMS address?
SMS | Which SMS Provider do I use in XPLAN and how do I set it up?
Task | How can I search for a task using the task subject or ID?
Task | How do I add a recurring task?
Task | How do I add a task?
Task | How do I create a task template?
Task | How do I update my Tasks view and preferences?
Task|How to Bulk Modify the Status/Type/Subtype/Due date of the Tasks
Timer | How do I use the Time Taken Ticker?
User Settings | How do I set password reset questions?
Why is the bell icon at the top of the XPLAN page not working when I click on it?

FAQ - Risk Researcher


Can I add a policy to Risk Researcher where the client holds the same type of cover twice within the one policy?
Can I change the default settings for the Income Protection “Waiting” and “Benefit” periods?
How can I find an expired product in Risk Researcher?
How can I save Risk Researcher Reports as a file note in the client record?
How do I add a super linked policy in Risk Researcher?
How do I change my default Needs Analysis Mode?
How do I complete the Replacement of Advice?
How do I find an occupation that is not listed in Risk Researcher?
How do I know if the IRESS product library details are up to date?
How do I know what to enter into the Death%, TPD% and Trauma% fields?
How do I view industry funds or super owned insurance products in Risk Researcher?
How is a liability treated in the needs analysis when ‘Joint’ is selected as the owner?
How is the capital required to solve cashflow calculated in the needs analysis?
How is the Present Value of cashflow items calculated?
How is the TPD Offset calculated in the Needs Analysis?
How to see an Insurance policy with more than 1 life & modelling
Needs Analysis Mode: Simple vs Detailed
What can I do if the product information in Risk Researcher is out of date?
What does it mean when a premium is highlighted in red?
What does the general score in risk researcher refer to?
What is the difference between the Implement and Record options?
Why can't I select the partner to complete their needs analysis?
Why doesn't my Risk Researcher Insurance Comparison table show insurance feature/options?
Why is the Recommend option in the Risk Researcher Premium Estimates screen not visible?

FAQ - Site Upgrade


Major Xplan Product Upgrade 310
Xplan Site Upgrade 311.1

FAQ - WealthSolver


Boosted SMA Capabilities with Xplan
Derive a Plan in XPLAN WealthSolver (to create Custom Platform Fees)
Do I have to model the investments in WealthSolver again if I've already done it in IPS?
How are buy / sell costs calculated?
How are projections in WealthSolver calculated?
How can I use the Model Portfolios (Target Sets) that I have previously set up for use in IPS in the WealthSolver module?
How can I use the Model Portfolios I've created in the WealthSolver module when modelling my proposals?
How do I add a flat $ and % adviser service fee in WealthSolver?
How do I create or edit a custom plan in WealthSolver?
How do I know if the IRESS product library details are up to date?
How do I model current or new SMSF / Related Entities using Wealthsolver?
How do I use WealthSolver Quick Compare?
How to complete modelling with an SMA
How to create a Model Portfolio for use in WealthSolver
How to Import IPS Portfolio Recommendations into WealthSolver
How to import Target Sets from IPS into WealthSolver Model Portfolios
WealthSolver – Modelling – Target Set /Model Portfolio & Funds from Another Entity
WeathSolver – Past Performance blank?
What can I do if the product information in WealthSolver is out of date?
What does the implement option do in WealthSolver?
What is used to calculate the growth in the Wealth Projection Chart?
When should I derive a plan in WealthSolver verses when should I create my own custom plan?

FAQ - Xtools and Xtools+


Can I export the results from the Display pages into a CSV file in Xtools?
Can I model the client’s Super Fund and Pension investments in Xtools TTRAP?
Can I switch between scenarios without having to navigate back to the Scenario Index page each time?
Can I undo changes I make in Xtools+?
Can I use more than one Offset Account in Xtools+ for different loans?
How can I add a description for the scenario?
How can I add a new period into Xtools+ to put data in at a specific date of a certain event occurring?
How can I add key dates such as a holiday or the client's retirement to the model inputs?
How can I allocate any surplus or deficit funds in the cashflow?
How can I change the years or periods displayed?
How can I compare my Xtools+ scenarios?
How can I create a copy of an existing Scenario?
How can I sell an investment asset in Xtools+?
How do I add an Offset Account into XTOOLS+?
How do I change the start date of the projection in Xtools+?
How do I create a proposed or recommended scenario?
How do I enter parenting payment into Xtools+?
How do I model salary sacrifice when there is a change in income?
How do I sell down a property owned by a SMSF in Xtools+?
How to model a Downsizer Contribution
How to model a Partial Rollover to SMSF
How to model an Interest Rate Increase / Loan Refinancing
I have entered the client’s investments into IPS, but when I try to import them they are not coming through to Xtools+?
What is the difference between modelling a TTR strategy in Xtools TTRAP and Xtools+ CALM?
Where do I enter unused capital losses into Xtools+?
Why am I not able to see the rows to enter manual transactions in the Display pages?
Why don’t I have the option to import the client’s IPS accounts when using the import wizard?
Why is the client's income not showing in the cashflow?
Why would you use Xtools+ over Xtools?

Guides - Client Focus


Adding a Partner
Client Relationships and Grouping
Compass | Creating File Notes
Creating a Client
New User Training
Purge (Remove) Partner Details
Setting FDS & Opt-In Details Against Clients

Guides - Client Portal


Client Portal and Digital Signatures - Client Guide
Client Portal User Guide

Guides - CommPay


Client Segmentation Report Guide
Commpay | How can I retrieve a Commpay Account that I have set to No Mapping Required?
Compass | BPAY User Guide
Compass | CommPay Referrer Report
Compass | CommPay Report Generation
CWT | CommPay | Processing Credit Card Payments
CWT | CommPay Client Mapping
CWT | CommPay Lodgement & Estimates
CWT | CommPay RCTI Download
CWT | CommPay Revenue Types
CWT | CommPay Transaction Search
CWT | Invoicing
Mapping CommPay Policies to Clients

Guides - Datafeeds


Datafeed Troubleshooting
How to raise the datafeeds toubleshooting issue

Guides - Modelling


Adding & Removing Portfolio Accounts in IPS
Custom Plans in WealthSolver
Derive a Plan in XPLAN WealthSolver (to create Custom Platform Fees)
Mapping a Datafeeed and then linking IPS Accounts to Client Focus
Portfolio (IPS) Manual
Risk Researcher - Needs Analysis
Risk Researcher Manual
Saving Wealthsolver and Risk Researcher Modelling as a File Note
Setting Default Portfolio (IPS) Filters
Transfer Holdings in Portfolio (IPS)

Guides - Practice Management


Adding and Completing Client Reviews
Adding Dashboard Widgets
Advice Technology Training and Support Framework
Client Notes | Using Client Note Types and Subtypes
Client Notes | Using Client Notes Templates
Client Segmentation Report Guide
Compass | Creating Service Package Templates For FDS Builder
Compass | EziDebit Guide
Compass | Filing Guidance | File Note Type and Subtype
Creating a (Recurring) Invoice
Creating an Advanced Search
Creating One-Off Tasks
Creating Your Own ‘Managed Field Content’ Templates
CWT | Adding a Paraplanner
CWT | Client Categories
CWT | Duty of Disclosure Email Template with Hyperlink
CWT | Email to Filing with Type/Sub-Type
CWT | EziDebit Guide
CWT | FDS & Consent Thread
CWT | Filing Guidance | File Note Type and Subtype
CWT | Merge Reports
CWT | Pre-Review Adviser Questionnaire
CWT | Review & RoA Hyperlinks
CWT | Review Journey
CWT | Service Benchmarks
CWT | Templating and Coding Letter and Emails
CWT | Updating Service Benchmarks
CWT | Updating Service Benchmarks Sets
Diary | Diary Event
Diary | Linking Outlook to Xplan Diary
Diary | Merging Diary Letters
Digital Signatures in Xplan
Email | Email Domain Xplan Set up Guide (SPF)
Email | Sending emails and letters from Xplan both individually and in bulk
Export | Exporting Client Data from Xplan
Fee Estimation Calculator
FSG Modify ALL
How to Create Email Templates
Preferences | How to Set Up Your Email Signature in Xplan
Preferences | Setting up My Preferences
Product Provider Payments as of August 2021
Report | TMD Xport Reporting
Review | Using Client Review Types
Scheduler | Using Scheduler to generate recurring FDS & Opt-In report
Scheduler | Using Scheduler to Send Birthday Email
SMS | Setting up SMS through Xplan
Syntax | Simple Coding for Letters and Emails
Target Market Determination (TMD)
Using Tasks & Threads

Newly Added - Past 30 Days


Boosted SMA Capabilities with Xplan
Compass | CommPay Report Generation
Datafeed Migration - MLC Wrap & Navigator (Aviva) to IOOF Group
Datafeed Setup | Adding Australian Retirement Trust (ART) Adviser Mapping
Efficiently Changing Document Theme in Word
Email | Why is the Outlook Plugin appearing greyed out?
How do I remap a datafeed from a Joint account or a 'Shared Portfolio'?
How do I search Client Linked Platforms
How to change your own merge templates to .docx format
How to complete modelling with an SMA
How to model a Downsizer Contribution
How to model an Interest Rate Increase / Loan Refinancing
How to raise the datafeeds toubleshooting issue
Invoicing | EziDebit FAQ and Tips/Tricks
Like-for-Like Fee Comparison using WealthSolver
Major Xplan Product Upgrade 310
WealthSolver – Modelling – Target Set /Model Portfolio & Funds from Another Entity
WealthSolver Modelling Inc Tips and Tricks
WeathSolver – Past Performance blank?
Xplan Site Upgrade 311.1
Xplan Tips, Tricks and Integrations

Webinars - Client Portal


Client Portal Demo December 2022

Webinars - Modelling


IPS, Target Sets and WealthSolver
Risk Researcher Case Studies
WealthSolver Case Studies
WealthSolver Introduction
WealthSolver Modelling Inc Tips and Tricks
WealthSolver Strategies
Xtools+ Basics
Xtools+ Retirement Modelling

Webinars - Practice Management


Alerts Management
Back to Basics
Cases and Workflow
CWT | Office Manager Webinar
Datafeeds Webinar
Managing your Service Agreements on Xplan
New User Webinar
Practice Management
Standardised Workflows and New Task Hub Webinar
Threads and Workflow Webinar
Xplan Tips, Tricks and Integrations
zzzAdvice Revolution Webinar

Webinars - Wizards


Annature - Digital Signature
Compass and CWT Adviser Preferences
Fact Find Builder
FDS and Fee Consent Builder Demo
Review Builder
RoA Builder Demo
SoA Case Study
SoA Demo

Wizards - 1. Discover the Client


Adviser Preferences | My set up details & Fact Find Wizard
Compass | How to Perform a Risk Profile Questionnaire
Fact Find Builder 1. Details
Fact Find Builder 2. Contents

Wizards - 2. Advise the Client


Adviser Preferences | SOA Builder
Compass | Execution Only Wizard
Compass | Time Critical Statement of Advice Wizard
Like-for-Like Fee Comparison using WealthSolver
RoA Builder 1. Details
RoA Builder 2. Goals and Strategies
RoA Builder 3. Tools and Next Steps
SoA Builder 1. Details Page
SoA Builder 2. Goals and Scope
SoA Builder 3. Strategy Recommendations
SoA Builder 4. Product Text and Portolio Construction
SoA Builder 5. Proposals
SoA Builder 6. Xtools/+ Modelling
SoA Builder 7. Additional Modelling
SoA Builder 8. Services, Remuneration and Next Steps

Wizards - 3. Implement the Client


Client Validation (Onboarding) Wizard
Compass | Lodgment Wizard
Compass | Service Agreement Wizard
CWT | Service Agreement Wizard

Wizards - 4. Review the Client


Adviser Preferences | Review Builder & FDS Consent Builder
Compass | Creating Service Package Templates For FDS Builder
Compass | FDS & Consent Builder
CWT | FDS & Consent Builder
Review Builder Wizard
Setting FDS & Opt-In Details Against Clients

Wizards - 5. Administer the Client


Client Archive Wizard (offboarding)

Wizards - General


Advice Document Branding Options
Creating Your Own ‘Managed Field Content’ Templates
Entering Goals and Objectives
Preferences | How do I get my Signature to come through in merged letters and documents in XPlan?