Upcoming Events
Meet with Megan Webinars
Join Megan Thomson, our Advice Integration Manager, Thursdays at 11am (QLD time) in her ‘Meet with Megan’ webinar series. Each week Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 4th February – New user fundamentals
This session is designed to familiarise a new user with XPlan. It will provide you with a high-level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 11th February – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 18th February – FOFA compliance producing FDS & Opt in documents
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 4th March – Tasks and Threads
Streamline business processes by documenting them through the tasks and threads in XPlan. This session will take you through how to link threads and tasks to clients, creating tasks and threads and reporting.
Thursday 11th March – Datafeeds
This session will provide you with an understanding of the datafeed functionality in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds.
Thursday 18th March – CommPay and Invoicing
This session is will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 1st April – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 8th April – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 15th April – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 22nd April – Advice SoA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 29th April – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Madison Investment Update:
Our monthly investment update webinars for 2021 will commence from 17 February and will be held at 2pm on the third Wednesday of every month. CLICK HERE to register for all 2021 occurrences.
Monthly Connect:
The next Madison Monthly Connector session will be held on Wednesday 24 February from 3-4pm (AEST).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business.
In the February connector we will be exploring how you engage with your clients and how you integrate ESG Investing (Environmental, Social, Governance) within your practice.To register for this session and any future sessions please click here.
In this Edition:
Upcoming Events
Meet with Megan Webinars
Join Megan Thomson, our Advice Integration Manager, Thursdays at 11am (QLD time) in her ‘Meet with Megan’ webinar series. Each week Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 4th February – New user fundamentals
This session is designed to familiarise a new user with XPlan. It will provide you with a high-level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 11th February – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 18th February – FOFA compliance producing FDS & Opt in documents
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 4th March – Tasks and Threads
Streamline business processes by documenting them through the tasks and threads in XPlan. This session will take you through how to link threads and tasks to clients, creating tasks and threads and reporting.
Thursday 11th March – Datafeeds
This session will provide you with an understanding of the datafeed functionality in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds.
Thursday 18th March – CommPay and Invoicing
This session is will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 1st April – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 8th April – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 15th April – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 22nd April – Advice SoA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 29th April – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Madison Investment Update:
Our monthly investment update webinars for 2021 will commence from 17 February and will be held at 2pm on the third Wednesday of every month. CLICK HERE to register for all 2021 occurrences.
Monthly Connect:
The next Madison Monthly Connector session will be held on Wednesday 24 February from 3-4pm (AEST).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business.
In the February connector we will be exploring how you engage with your clients and how you integrate ESG Investing (Environmental, Social, Governance) within your practice.To register for this session and any future sessions please click here.
In this Edition: