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🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...courtney.youngblutt7 days agoIress Contributor36Views2likes0Comments9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...sarah.jacobs10 days agoIress Contributor880Views5likes30CommentsWant to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...lachlan.fuller13 days agoIress Contributor119Views6likes5Comments🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt20 days agoIress Contributor29Views2likes0CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin123 days agoValued Supporter38Views5likes0CommentsForm type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...sarah.burke3823 days agoActive Interactor85Views1like2Comments
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Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
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3 MIN READ
If you can't measure it, you can't manage it – and you certainly can't improve it.
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3 MIN READ
If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
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A recent statement from the CSLR has set off warning sirens throughout the advice profession – for good reason.
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Even if it was only meant to target a narrow cohort, Div 296 has exposed a much broader cross-section of Australians. And advisers will now have to navigate it.
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Need a referral system that actually brings in new clients? This guide shows you how to build it.
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4 MIN READ
We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
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