Blog / Wealth Management

What Are XPLAN QuickTips?

IRESS XPLAN provides efficient integrated financial planning software for wealth management and financial planning professionals to achieve their client's financial goals. We've created the XPLAN financial planning series, XPLAN QuickTips - a collection of tips and info on how to get the most out of IRESS XPLAN, delivered to your inbox bi-monthly. Should you not be on our mailing list, please contact your XPLAN account manager.

Adding of Diary Events

As in any client facing role, diary coordination in Financial Planning is key to manage both the Financial Advisor's and clients' time. 

The Diary in XPLAN may be used to keep track of appointments/meetings with clients and other users, allowing for:

  • Setting up of diary templates.
  • Setting up of diary permissions
  • Setting up of diary outcomes
  • Synchronisation with Google Calendar, MS Exchange and MS Office 365

The step-by-step guide to adding a diary event in XPLAN can be accessed here: Diary Event_2018.pdf

 

Should you require additional assistance or have a query, please contact:

xplansupport-sa@iress.co.za

 

 

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