XPLAN HOSTED/MANAGED Solution Set Up Checklist
Please complete the following form and attach required documents to send to our team:
Practice Details
Rows
Information
Practice Name
Practice Address
Practice ABN
Adviser Name
Adviser AR Number
Adviser Qualifications
Adviser Email
Adviser Mobile Number
Adviser Office Telephone
Adviser Office Fax Number
Adviser Website
Licensee
Licensee Address
Licensee Telephone
Licensee Fax Number
Licensee Email
Licensee Website
Licensee ABN
AFSL Number
Licensee/firm % split
How is adviser paid (Salary & or bonus or a package that includes a proportion of amounts to be paid to practice Split% )
Existing CRM/FP Software:
*
No existing CRM
Xplan
Midwinter
AdviserLogic
Coin
WorkSorted
CCube
Other
We have developed our own in-house software solution into which we can input all your data to assist in preparing your paraplanning request/s. If you require us to use a specific software program, please provide login or access details below
*
Xplan
Coin
Other
What fund managers/stock brokers/insurance brokers do you currently use?
*
Business Advice Information
What types of clients do you currently provide advice to?
*
Insurance
TTR
PAYG
Risk
Retirees
Trusts
SMSF
Wealth Accumulators
Self Employed Individuals
Other
What are your current client noting types?
*
Application
Portfolio Reports
Email
Record of Advice
Invoice
Review
Meeting
SoA
Phone Call
Text Message
Xtools outputs
Other
What are your current diary types?
*
First Appointment
Training/PD Day
Client Review
Phone Call
SoA Preparation
Birthday
SoA Presentation
External
Staff Meeting
Other
Existing Systems
Rows
Existing System
Conversion Needed? (Y/N)
Financial Planning Software
Other Client Relationship Management (CRM) software
Client Review Dates
Client Segmentation
Documents Attached to client files
File Notes
FOFA Information (e.g. fee disclosure dates, service packages)
SoA Production
Any additional functions/systems (eg Outlook)
Target date to commence transition to our XPLAN site:
*
-
Year
-
Month
Day
Date
If yes, please attach relevant information:
If yes, how many clients? Please attach relevant information
If yes, please attach relevant information:
Site Customization
Rows
Information
Please tick all areas you are interested in
Approved Product Lists
Assumptions Risk Profiles
Lead & Campaign Management
Complaints
CPD Points
Document Library
Document Searches
Widgets & Dashboard
Criteria Searches
Debt Qualifier/Lending
Diary Exchange
E-Applications
IMAP/ Outlook Email Plug-In
Invoice Module
Referral Sources
Management Reports
Model Portfolios
Referral Online Access
Client Online Access
Research Providers
Risk Profile Questionnaire
Xplan Connect
Tasks
Workflows/Threads
Client File Notes
Marketing
Hosted Solutions – the below information and/or attachments are required as applicable
*
Rows
Input
High Resolution Logo
Letterhead
Letter Footer
Cover Page
Table Styles
Licensee or Practice Specific Disclosures
Details of any new templates for Wealth Axis to build.
Any other existing templates such as advice documents, marketing documents, existing FDS, fact find, administration templates, etc.
Data feed information such as provider, passwords, logins etc.
Details of Notes Types, Client Categories, Mailing Methods, FUM Fees, Task Types
Risk profile names, targets and ranges.
Any other information or forms you would like us to use?
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ECONOMIC & INVESTMENT ASSUMPTIONS REQUIRED
Investment Assumptions Required
*
Rows
Input
CPI %
AWOTE %
Life Expectancy Factor Client
Life Expectancy Factor Partner
Salary Inflation %
Asset Classes
*
Rows
Total (%)
Growth (%)
Income (%)
Franking (%)
Domestic Equity
International Equity
Domestic Property
International Property
Domestic Fixed Interest
International Fixed Interest
Domestic Cash
International Cash
At Risk Debt
Emerging Market Equity
Alternative
Investment Profiles
*
Rows
Profile Name
Total (%)
Growth (%)
Income (%)
Franking (%)
Profile Name
Profile Name
Profile Name
Profile Name
Profile Name
Profile Name
Risk Profiles
*
Rows
Benchmark %
Benchmark %
Benchmark %
Benchmark %
Benchmark %
Benchmark %
Name of Risk Profile
Domestic Equity
International Equity
Domestic Property
International Property
Domestic Fixed Interest
International Fixed Interest
Domestic Cash
International Cash
At Risk Debt
Emerging Market Equity
Alternative
For existing XPLAN users
Client Focus
XTools
Alerts Manager
Risk Researcher
XTools+
Client Online Access
Portfolios (IPS)
Super Solver
Referral Access
ASX & Managed Fund Data Feeds
Debt Qualifier
IRESS Risk Profiler
Portfolio Attribution and Contribution
e-Applications
CommPay
Client Focus
XTools
Alerts Manager
Browse Files
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of
For new XPlan users
Client Focus
XTools
Alerts Manager
Risk Researcher
XTools+
Client Online Access
Portfolios (IPS)
Super Solver
Referral Access
ASX & Managed Fund Data Feeds
Debt Qualifier
IRESS Risk Profiler
Portfolio Attribution and Contribution
e-Applications
CommPay
Client Focus
XTools
Alerts Manager
Browse Files
Cancel
of
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