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Recent Activity

Rowan Lockwood
Is there anyway we can download all our client notes and attachments to an external hard drive. We have advisers who if they retire would like to retain a copy of their client notes as they are still liable for many years after and in retirement wouldn't want to retain their Xplan license. Given we are also looking to go paperless we will only do… (Show more)
in Practice Solutions
Alexander Klomp
Off the back of the June webinar for PST, we've opened up discussion on the Insights Community to continue the conversation around Safe Harbour Legislation. Safe Harbour provisions are provided by ASIC as part of the Regulation Impact guidance to help advisers meet their Best Interest Duty. XPLAN can help you to make the best decisions possible to… (Show more)
in Practice Solutions
Anika Goonewardena
With the vast amount of data flowing daily through IPS, every now and again you may have encountered an issue with your datafeeds.  Once a datafeed issue is present there are a few steps that can be taken to identify and hopefully rectify the issue. The System Datafeed Troubleshooting Guide provides you with a comprehensive run down of how this… (Show more)
in Practice Solutions
Anika Goonewardena
SuiteBox is a video meeting software with document and screen sharing functionality and the ability to electronically sign documents. By integrating SuiteBox with XPLAN allows you to maximise efficiency for your clients and your business along every step of their advice journey. SuiteBox provides an alternative to face-to-face meetings and… (Show more)
in Practice Solutions
Anand Lobo
Hi, We have various client categories. Does Xplan make it possible to display tasks relating to a particular client category in a certain color?    thanks Andy 
in Practice Solutions
Felicity Eardley
Our AMPS Datafeeds have been throwing the following error (for all our codes) for the week now and I'm wondering what it means, has anyone seen this error before and do you know what the solution is? Thanks.   Sender User, Super Received 06/06/2018 2:39:36 am Subject Adviser delta for btgrouplicensees/AMPS/XXXXX-X. There are 1 item(s)… (Show more)
in Practice Solutions
Alexander Klomp
On Wednesday 23rd of May 2018 the Practice Solutions Team set out for Kings Cross, Sydney to cook for people in need in the Kings Cross area. TABLE is the chosen IRESS Foundation partner for the Sydney office and IRESS organises for teams to go and contribute on a regular basis. This month it was the Practice Solutions Team to take to the kitchen!… (Show more)
in Practice Solutions
Shar Evans
We have begun using the family tree functionality in Xplan Touch, and while it appears to work ok in the Touch interface with relatively basic functionality it would be even more useful if we had the ability to add comments to members of the family which can then be saved and referred to later and\or merged out into a report.   Such comments…
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
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