How to Share Clients with Paraplanners | Paraplanning Midway Groups

Midway Group Guide

A Midway Group is a user group on Xplan that allows advisers to securely share clients with external third-party paraplanners. This method is more secure and reduces the chances of human error compared to assigning paraplanners a role type or directly sharing the client with a paraplanning group. It also allows the adviser to control which client is shared with the third party and for how                         long, and to remove access once done.

Note: If you are using a new paraplanning group, please inform Advice Technology.

Steps to Share a Client with a Paraplanning Group:

1. Navigate to User Group:

   • Go to Client > Client Administration > Group > User Group.

2. Select the Group:

   • Tick the group that you want to share. The format should be <Your Practice Name> / <Paraplanning Group>.
     • Example: ABC Financial Planning / Atlas

3. Maintain Main Group:

   • Ensure you do not untick your main group.

Removing Access:

• Once paraplanning is completed, return to this page and untick the Midway Group. This will remove access for the third party.