The Dynamic Xplan and SoA are coming
We are about to release some changes to help make your XPlan world easier. Please take a quick look at the below, so you know what’s coming and when.
You
At A Glance
We know it can be hard to find the client information you’re looking for on XPlan, so we’re simplifying the left hand navigation menu within the client record, so client information and tools are grouped logically.
So why are we doing this? We want to keep improving your Xplan world so it’s easier for you to find what you need, when you need it and be able to do what you need to as quickly and efficiently as possible.
We will start applying the changes to our Madison XPlan site from 3pm (Melb/Syd), on Friday, 3 September.
Please ensure you are logged out of XPlan by this time and for the rest of the day to avoid losing any unsaved work whilst the interface changes are being completed. Although XPlan will still be online during this time, pages and fields will be moving around and will likely cause issues if you attempt to edit or save client data.
When you next login on the following Monday morning, your new and improved XPlan interface will await!
CLICK HERE for a mud map guide to what the new interface will look like!
In this Edition
| · A message from Jaime | · Save the Date
· Articulating and Implementing your Investment Philosophy |
· What we learnt – Good Governance Summit 2021 |
The Dynamic Xplan and SoA are coming
We are about to release some changes to help make your XPlan world easier. Please take a quick look at the below, so you know what’s coming and when.
You
At A Glance
We know it can be hard to find the client information you’re looking for on XPlan, so we’re simplifying the left hand navigation menu within the client record, so client information and tools are grouped logically.
So why are we doing this? We want to keep improving your Xplan world so it’s easier for you to find what you need, when you need it and be able to do what you need to as quickly and efficiently as possible.
We will start applying the changes to our Madison XPlan site from 3pm (Melb/Syd), on Friday, 3 September.
Please ensure you are logged out of XPlan by this time and for the rest of the day to avoid losing any unsaved work whilst the interface changes are being completed. Although XPlan will still be online during this time, pages and fields will be moving around and will likely cause issues if you attempt to edit or save client data.
When you next login on the following Monday morning, your new and improved XPlan interface will await!
CLICK HERE for a mud map guide to what the new interface will look like!
In this Edition
| · A message from Jaime | · Save the Date
· Articulating and Implementing your Investment Philosophy |
· What we learnt – Good Governance Summit 2021 |