Slides:

Copy of Presentation

New to using File 2 XPLAN - see our how-to video here: https://www.xplanexpert.com.au/forum/integration/video-exploring-the-new-file-to-xplan-plugin-version-3

Note: This forum will not allow me to upload the .XML file here. You can use the attached PluginV3.txt version. You can either 1. Download and save as "PluginV3.xml" or 2. When you get to the select file screen, change this to show "All Files" and use the .txt version.

2. Pinning a client’s notes - This is now live: More information:   In addition to using the feature to pin important documents (e.g. signed documents, IDs), you could also use it as part of your workflow. For example, you may work on and save a document as part of one task, and you may pin it to give the assignee of the next task quick access when they view the client’s notes page. The note could then be unpinned once reviewed/finalised so that only ‘work in progress’ notes and documents are pinned.   We’ve moved the add button to the top of the page, so you don’t need to scroll down to add a new note. We’ve also moved the view and notify me fields to the top of the page to give you easier access, and these apply to both the pinned documents and document list panels.

The existing “Target Sets” screen is now being replaced with a new, improved Target Sets screen. Portfolios >> Maintenance >> Models >> Target sets >> Target sets. This screen provides a better user experience along with new capabilities as listed below.     Target Set List screen:  The new search and view target sets capabilities means that you can  • View a new grid that provides better readability • Group data based on how you want to review them (e.g. by Administrator, Risk Profile or Provider). You can group data by any column.  • Filter target sets by any column • Save column configurations. Drag and drop columns and we will ensure they are saved when you return back to the screen • Export target sets to a CSV file   View Underlying Instruments of a Target Set:  Similar to the Target Set List screen, the new Underlying Instruments table means that you can  • View in a new grid the security information with benchmark, adjustment and target information • Filter the instruments by any column.  • Save column configuration. Drag and drop columns or apply sorting on a specific column and we will ensure they are saved when you return back to the screen. When editing a Target Set:  Whenever there is a change in benchmark or floating target set, the targets table will automatically be updated with • the securities,  • the benchmark weights when benchmark is selected,  • the adjustment weights when floating target set is selected and • the target weights.   Assign Target Set to Accounts/Account Groups:  You can now assign target set(s) to accounts/account groups with advanced target set options. You can configure e.g.   • Multiple target sets in different weights • Cash reserve in % or value • Target set overrides via instrument exclusion/substitutions/adjustments to accounts/account groups.    Manage Target Set Category:  The new search and view target set categories capabilities means that you can  View a new grid that provides better readability   Useful Information  For more information on the new Target Sets screen, please refer to the Target Sets - Overview and Key Features article in Iress Community.

1. Streamlining of the search filters - This now live. More information:

Here is a copy of the Presentation.

Order your portal today - https://websolutions.iress.com/xplancporderform#!/XplanCPOrderForm

Link to test if you are on the Practice Dynamix Hosted Solution: https://practicedynamix.myfinance-hub.com.au/clients

Here is the code for Service Benchmarks

Thread Development Document - use this to build your thread process.

Hi Spiro - please email us at support@practicedynamix.com.au and these can be reviewed. We have a ‘generic products’ product list where we house the recommended generic products. These are the ones we manage.

Spiro - there should be one for equities. I will review and email you to confirm.

UPDATE: In this video we show you how to link your IPS Target Sets to Wealth Solver Products. Please note that the tick boxes within Wealth Solver have moved. You still need to access the Wealth Solver product, but now you select Admin and click on Target Set Mapping.