A goal with a zero $ figure (eg non financila value) will also result in a non-finacial goal.A goal with a positive $ figure (eg $100k) will also result in a financial goal with a status of "Will have more money".A goal with a negative $ figure (eg -$100k) will also result in a financial goal with a status of "Will have less money".Only the due date is received as there is no ability to receive the frequency.You will be able to view the Goals in Lumiants Your Goals module.Įach goal will be represented by an individual info card. The integration will bring any existing Goals from Xplan into Lumaint. You can change in Lumiant if urgent but it will be overridden by the Xplan data up on the next sync. It must be done in Xplan is the master of the CRM data and as such as the integration is one way on these fields.
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You can update the client's details in Xplan and it will flow through to Lumiant. This reflects the lack of contact details provided for the Partner client (Dr Ayda Khan) in Xplan The email will be created using the pattern the example below. If an email is not provided then a dummy/placeholder email will be created against the client in Lumiant as it is a mandatory field. Only mobile numbers are taken as they are used for security purposes to use multi-factor authentication. The integration will send the clients' preferred email and preferred mobile number. The DOB of the client will be sent to Lumiant.Client and Partner records in Xplan will be created as a Household in Lumiant.The partner client in Xplan will be created as the non-CFO.A primary client in Xplan will be created as the CFO.The integration will create clients in Lumiant using their details in Xplan. Lumiant will create and store the File Notes on your behalf in Xplan Adding clients and households This will ensure you have all your file notes in a centralised place and allow you to commence any workflow in Xplan. Lumiant will immediately store PDFs within create file notes against the clients when you have exported a Best Life Plan or Investment Preferences output. Investment Preferences has been completed by the client.Lumiant will immediately create file notes against the clients in Xplan when they have: Insurances within Lumiant's Governance module Create and maintain insurance policy details.Sync and maintain client personal details from Xplan to Lumiant.As these items are mastered in Xplan, any changes made in Lumiant will not pass through to Xplan, and will be overridden by the data from Xplan on the next sync. The sync will have the below data passed through and mastered from Xplan, reducing the requirement for data re-entry. Please refer to the following pages to set up the integration:
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If you are an existing XPLAN user, simply switch SuiteBox on in XPLAN by contacting you have less than 25 potential users, simply sign-up for a Free Trial and we will help guide you through the process To learn more, determine the model that best suits your requirements, with three easy options:
This new capability is available on an Enterprise or Subscription based model. Video record advice discussions and return all records of the meeting directly to your client’s file notes in XPLAN, ensuring compliance obligations are metĭigitally share, sign and witness documents during meetings Screen share documents and collaboration tools Schedule online client meetings directly from XPLAN
The integration offers the advisers the ability to: The API integration of the SuiteBox solution with XPLAN delivers the addition of a video based communication channel, enabling XPLAN users to build stronger client relationships and provide advice or service more cost effectively.
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Specifically designed for Wealth and Mortgage Advisors, SuiteBox now has a close integration into the IRESS XPLAN products, providing XPLAN users with new capability to meet, collaborate and transact with clients virtually, anywhere, at any time, with full compliance easily enabled. Do more with the new XPLAN SuiteBox Integration
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