Onboarding Training

Welcome to the Centrepoint Alliance Xplan sites

As part of your initial onboarding, we hold 2 training sessions on a monthly basis. These are held in the first and second half of each month. Noting the second session builds on from the first session.

These sessions will run through a range of features and benefits present across our sites, aimed at helping users hit the ground running with tips and tricks on where to find particulars and reduce double handling where possible.

Listed below is a breakdown of the sessions content and the timing & registration links for the next 2 months sessions. We strongly recommend that you attend Lets get started first, then Time to step it up second where possible.

Lets get started Time to step it up

Contents:

  • Site Navigation
  • Initial Datafeed setup / Adviser mapping intro (inc. refresh)
  • Risk Profile/profiling and asset allocation
  • Widgets/preference setup
  • Scenarios and Wizards (including modules and preferences)
  • Tech solutions hub/help in wizards
  • Tips: Visibility setting in Portfolios, Printing selection in Risk Researcher, WealthSolver Proposal name updating
  • ..
  • .

Contents:

  • Wizards recap
  • Help Buttons in Wizard/Managed Field (Template) options
  • Entity setup/Linking Entities/switching between entities
  • WealthSolver and Manual investment entry (basic)
  • WealthSolver - Quick Merge buttons to auto filenote supporting docs
  • Advanced Search, Reporting - Merge/Management (standard and useful reports)
  • Email and Merge Templates
  • Task, Threads and Workflows
  • Tech solutions hub/help in wizards
  • Webinar highlight

August Session - 18/08/2025

Registration

August Session - 25/08/2025

Registration

September Session - 08/09/2025

Registration

September Session - 22/09/2025

Registration