![]() ![]() Now that the new wizard has been launched, these references will be simplified to ‘…’. ![]() ![]() During this interim period, these have been flagged as either ‘Testing…’ ‘Enhancement coming.’ etc. Please note that we currently have a number of fields that are ‘shared’ between the old wizards and the new wizard. Please refer to Xplan > Notes: 00 Lifespan HO > 01 Xplan Enhancements, for a detailed list of the enhancements that are included in Advice 2.0. We’ve also added a new folder in the Notes section of Xplan, which we’ll be using to post future updates like this. We will provide further advice later in terms of the timing of this, depending on how the testing of the new wizard goes. The existing SoA and RoA wizards will eventually be hidden. That said, if there anything that you find confusing, then please let us know so that we can arrange appropriate guides and/or training. Whilst the wizard is still not 100% where we want it to be, that is, we have additional enhancements planned, it represents an important ‘structural’ step in that the combined format will allow us to rollout future enhancements more efficiently, rather than having to maintain the current multiple stand-alone wizards.Īs such, we are encouraging Users to trial the new wizard as soon as possible.įrom a User perspective, we’re hoping that the changes are fairly self-explanatory for anyone that is familiar with Xplan. We are also currently working on incorporating the AFSL Transition SoAs. Recent enhancements We have a new Advice 2.0 wizard available for testing. Upating your Clients : To pull through the changes at an individual Client level, please select the following Update button which is available in Client Focus > Risk Profiling > Investment and also the CDF and Advice wizards:.Important! : For various reasons, including site limitations and the risk of overriding custom/agreed Target allocations we cannot push the changes made a site level, through to individual Clients.A copy of the email is available under Xplan > Notes: 00 Lifespan HO > 01 Xplan Enhancements. The Risk Profiles on Lifespan's Xplan site have been updated in line with Lifespan's Risk Profile Questionnaire dated 12 August 2022, which contained changes to the Strategic Asset Allocation for some Risk Profiles.Īn email was sent to all Users about this on Monday afternoon, but for some Users the email went to Spam and/or the screen shot was not visible. Site Related: For site related support, for example, user changes licence changes templates & wizards etc., please contact Su Enston at or 0417 533 731.General: For general Xplan support, please contact Xplan Support at or 1300 130 069.Please enter your user ID and password to gain access to XPLAN User ID: ![]()
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