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Featured blogs
2 MIN READ
A tiered approach still needs best practice to sit on top of it all.
2 years ago
Not long ago, I made a career move that left many people in my circle scratching their heads. It sparked countless questions, but also taught be some very valuable lessons.
9 months ago
Widespread changes to aged care rules are imminent. Is your practice ready?
2 months ago
3 MIN READ
The last six months have been a serious test of resilience for me, but I've learned a few things that are applicable to everyone reading this.
6 months ago
1 MIN READ
There is no secret I love XPLAN. Ask anyone in our office or any clients we work with and they will tell you that I am a big fan of XPLAN & in particular XPLAN tasks. My love for tasks has grown so much in the past year that now I can't get enough of them.
Here is a list of the top 10 things I love about XPLAN tasks.
2 years agoDiscussions and spaces
Recent Content
🤓 Xplan Hint: Client Portal Config at your fingertips
Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect or your Account Manager, saving you time and providing you with the flexibility to make updates and changes easily and conveniently, in real time, any time you like! Navigate to Admin > Site > System Settings then Access > Client Access > Configuration. Click to Launch Client Portal Site Configuration. Check out the Iress Community Article, 'Configuration Management in Client Portal,' for all the details or watch this quick video guide in the Iress Learning Centre. ‘Client Portal Configuration’.🤓 Xplan Hint: Resize multi-fields
Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this latest update, simply drag to expand the field to view more, or even all, of your options at once! 🙌
Adding attachment icon to Client Portal Messages
Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly if there are multiple lines of text in a file note, it is not clear to a client that they need to scroll right to the bottom to see\access an attachment to a file note. We will change our wording in messages to make it clear that the attachment can be "found below", but an attachment icon would be helpful for clients. Screenshots attached for contextLifestyle Assets in Client Portal Fact Find
Hi Team, We've just moved from a 3rd party platform that we used for capturing online fact finds, over to the integrated client portal fact find in Xplan. What we're saddened to see is that currently there is no way for clients to see\edit or add lifestyle assets such as motor vehicles. Can you please look to add this asap - otherwise what we are capturing (*particularly for new client onboarding fact finds) is not a true representation of their situation. This was functionality previously available with the other platform we used, so we've effectively gone backwards in moving over to the client portal fact find for the time being. Thanks! Sharyn
Why Financial Advice Accountability Legislation Needs to Change Now
After my article in the IFA on CSLR and the accountability gap we currently see in Australian financial advice, I have had a number of people ask what specific legislation needs to change to tighten up accountability. Here are my thoughts https://www.linkedin.com/pulse/we-knew-coming-why-accountability-advice-must-fixed-tony-dimhe
Recent Blogs
4 MIN READ
Don’t let a messy kitchen hold you back: preparation is key.
22 hours ago
3 MIN READ
Much like the executive chef who manages a well-oiled Michelin-star kitchen, the Xplan champion is key to making sure your advice technology works for your practice.
7 days ago
2 MIN READ
One of the most practical examples of Xplan's automation capabilities involves client unsubscribes.
8 days ago
3 MIN READ
In our work with acquisitions over the years, we've identified a few consistent reasons why purchases or mergers fail.
8 days ago
After four decades of silence, the “death tax” debate is back on the agenda. Here's why.
8 days ago