Xplan Training Library

New User Guides

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?
What are Scenario based fields?
How do I stop the Insurance Policy from automatically creating an expense item?
How can I edit the amount for a loan repayment in the expense section without navigating back to the liability section?
What items in XPLAN automatically create an income and expense item?
I can’t see the asset listed in the options when I try to link it to the liability?
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?
I can’t see the client’s Related Entity listed when I click on the client’s name at the top of the screen?
How do I add a partner?
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 unmap a Commpay client?
How do I enter an insurance policy with super-linked TPD cover outside super?
How do I use digital signatures?
How can I check if a client has digitally signed a document?
Do I need to link the Insurance Policy to the Super Fund?
How do I view all completed tasks under a client?
How do I separate a client and partner?
How do I delete a client?
How do I add an Offset Account into XPLAN?
How do I map a Commpay client?
Why can’t I see any options listed in the Insurance Policy field for the Super Fund?
Xplan Spell Check Error
How do I merge a Fact Find in bulk?
How do I search Client Linked Platforms
New User Training

FAQ - Datafeeds


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

FAQ - Portfolio (IPS)


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

FAQ - Practice Management


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

FAQ - Risk Researcher


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

FAQ - Site Upgrade


Xplan Site Upgrade 311.1

FAQ - WealthSolver


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

FAQ - Xtools and Xtools+


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

Guides - Client Focus


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

Guides - Client Portal


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

Guides - CommPay


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

Guides - Datafeeds


Destop Broker/AUSSIEX Datafeeds Troubleshooting Guide
Datafeed Troubleshooting
How to raise the datafeeds toubleshooting issue

Guides - Modelling


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

Guides - Practice Management


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

Newly Added - Past 30 Days


Invoicing | EziDebit FAQ and Tips/Tricks
Datafeed Migration - MLC Wrap & Navigator (Aviva) to IOOF Group
How to complete modelling with an SMA
WealthSolver – Modelling – Target Set /Model Portfolio & Funds from Another Entity
Boosted SMA Capabilities with Xplan
How to model a Downsizer Contribution
Xtools+ Pension Site Issue
How do I search Client Linked Platforms
Xplan Site Upgrade 311.1
Efficiently Changing Document Theme in Word
WealthSolver Modelling Inc Tips and Tricks
Xplan Tips, Tricks and Integrations
Like-for-Like Fee Comparison using WealthSolver
Notes | DocNote Tagging
Compass | CommPay Report Generation
How to raise the datafeeds toubleshooting issue
Xtools+ Visualise
FSG | Recording FSG Delivery via Website in CWT and Compass - DBFO Changes
Checklist Wizard

Webinars - Client Portal


Client Portal Demo December 2022

Webinars - Modelling


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

Webinars - Practice Management


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

Webinars - Wizards


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

Wizards - 1. Discover the Client


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

Wizards - 2. Advise the Client


Compass | Time Critical Statement of Advice Wizard
Compass | Execution Only Wizard
RoA Builder 1. Details
RoA Builder 2. Goals and Strategies
RoA Builder 3. Tools and Next Steps
SoA Builder 1. Details Page
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
SoA Builder 2. Goals and Scope
Adviser Preferences | SOA Builder
Like-for-Like Fee Comparison using WealthSolver

Wizards - 3. Implement the Client


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

Wizards - 4. Review the Client


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

Wizards - 5. Administer the Client


Client Archive Wizard (offboarding)

Wizards - General


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