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Recent Activity

Anna-Louise Brown
I find it very valuable to send emails to clients from Xplan, so they are stored in file notes.  However, I do not know how to receive the client response back into XPlan.  Therefore, they come back into my gmail account and I realistically only have time to upload about 2% of those replies into XPlan notes.     It means that XPlan cannot be my… (Show more)
in Practice Solutions
Megan Barnes
Hi, for quite some time now, I've noticed that data feeds haven't been coming through to the client profile when the insurance policy is owned by a Master Trust / Super fund. This seems to be the case for all insurers too, not just one. Why would this happening & how can I fix it?
in Practice Solutions
anika Goonewardena
We’re fast approaching the end of financial year and I’m sure you all must be preparing for the avalanche of work that will hit in the next few months.   If your practice produces reporting through XPLAN now would be the best time to run test reports on sample clients to ensure these reports are working as intended. This will provide ample time… (Show more)
in Practice Solutions
Krupa Bhana
The Statement of Advice preparation and generation is a crucial part of providing quality advice to your clients. XPLAN offers options that can draw from various modules of the software to assist in delivery of advice to your client concisely and efficiently. This article will provide you with some insight as to how XPLAN can help you improve this… (Show more)
in Practice Solutions
Michael Kinens
We have had some exciting new features added to Planner Central in the last month and are happy to announce that they are now available for your business to utilise.   AgendaWhy are we making changes?  (2:22)  Outline of the changes  (4:05)  Timeline of changes  (7:55) Demonstration of changes  (9:40)User preferences   (10:00) New 'Fact Find'…
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in Practice Solutions
Rabia Ceylan
We have had some exciting new features added to Planner Central in the last month and are happy to announce that they are live for your business!   Planner Central has been live and available for businesses for approximately 7 years now (celebrating our 7th birthday on the 27th of April!) and in this time we have had considerable feedback from… (Show more)
in Practice Solutions
anika Goonewardena
Is your practice aware of where you’re getting your best clients from? Are your marketing strategies aligned correctly with these sources? All too often we find that practices lose out on the best leads or have them go cold halfway through the journey as no streamline process has been established. This leads us to think through how any practice… (Show more)
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Sarah Lee
I have a list of clients in excel which need I need to upload into XPlan for commpay? How do I upload this?
in Practice Solutions
Keri Andrews
Private Group looks like a great idea to allow Q & A on specific site issues. while i can find the answer to what to do when I have been asked to join, I really need to know how to set up our own.
in Practice Solutions
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