#Xplan adviser login archive
#Xplan adviser login full
#Xplan adviser login free

NEOS Life (NEOS) is a registered business name of Australian Life Development Pty Ltd ABN 96 617 129 914 AFSL 502759. Get in touch with us via our contact page, or on 01. If you want to discuss any aspect of the transfer process, particularly the data cleansing process, we’d be more than happy to talk to you. This can sound complex, perhaps even daunting, but the switch can reap dividends in the long term, and Jacana are here to help you get the most out of XPLAN. Your outputs should also be determined so that management and client reports can be set up from the outset. This analysis also means that detailed threads can be constructed to track your workflow. This is extremely important to ensure that XPLAN is set up appropriately for your use. What processes are followed for all admin procedures? You must understand the tasks that users undertake to correctly determine the licences required and ensure that appropriate access is set up for each XPLAN user. XPLAN is licenced on a per user/per module basis.

Keeping your records free of corruption and inaccuracy is of paramount importance, and there is no better time to cleanse your database than prior to the transfer process.

The main maintenance files, (managers, schemes and unit prices) to remove duplicates, obsolete and inappropriate entries.

Basic client details, including segmentation.

Unless your database has already been cleansed in the past, and undergoes regular checks to maintain its integrity, you must look at data cleansing. The plan data will be subject to a similar review process you need to decide what CRM data will be transferred and what can be left behind. Consider which clients will be transferred, and which can remain on the archived database. Don’t waste it by performing a straight data dump. This is your opportunity to start on XPLAN with a clean database.

Note: the following assumes that you will have ongoing archive access to your old database after the transfer, which is the case for Adviser Office users. There are four key questions that prospective XPLAN users must ask themselves before they begin. There are a number of issues that should be considered well before the transfer process is underway. The second and third steps are time consuming, but they are crucial to the success of the transfer. The data is transferred and XPLAN goes live.XPLAN functionality is set-up by IRESS and by you, again after detailed consultation.Data on your existing database is mapped to XPLAN by IRESS in consultation with you.

Assign a member of staff to lead the process ideally someone with experience of your system, not someone who has no idea how the database is used.Take this into account when deciding your transfer date. Once you have decided that transferring is right for you at this time – see our previous blog if you are unsure – you must consider at least a three month lead-in time. The focus must be on getting it right, rather than getting it done quickly.

XPLAN, the wealth management system developed by IRESS, is the next step for Adviser Office users, and you have determined that it is the right time for your company to switch to the new software.īefore you can take full advantage of XPLAN, you need to consider a number of factors – not least the time it will take for the transfer to take effect.ĭon’t expect this to be a short process.

#Xplan adviser login free

#Xplan adviser login archive

#Xplan adviser login full