Xplan Site Upgrade 311.1

Xplan Version 24.2.311 Release Highlights: Enhancements, Fixes, WealthSolver SMA Enhancements, and DKIM Management

The release notes for Xplan version 24.2.311 include several updates and enhancements:

• WealthSolver SMA Enhancements: Users can now unbundle SMAs (Separately Managed Accounts) to model underlying options.To unbundle look for the option to view investment details within the plan

Click on the tab labeled "SMA" or "Managed Accounts"

Find the "Unbundle SMA" button or checkbox > Confirm your choice to unbundle the SMAs. > Check the newly unbundled options. > Save any modifications made to the plan.

• Removal of Follow-Up Actions: Follow-up actions have been removed from document note templates due to confusion. Users must manually select actions after saving a note against an entity.

• CALM Xtools+ Improvements:

  • Investment Bond Cashflow Tweaks: Contributions and withdrawals are now prorated, and limits can be set per withdrawal year.
  • New Xmerge Paths: Added for annuities, taxation, and aged care.
  • Fix for Home Equity Access Scheme Result Summary: Corrects displaying incorrect values when the loan limit is not reached.

• Fixes:

  • Client Focus: Fixed issues with email templates not sending to CC/BCC recipients, and corrected notification messages.
  • Resolved issues with diary event reminders and asynchronous report notifications.
  • Xtools: Fixed inaccuracies in Home Equity Access Scheme Result Summary.

• DKIM Management: DKIM can be entered directly Xplan system settings to comply with new email provider policies. This functionality offers flexible control over DKIM key management.

These updates aim to improve functionality, user experience, and compliance with email standards, among other enhancements and bug fixes. For more details please click here.