Double-check your client’s expenses for possible double-accounting. Timing - is the expense, income, contribution timed for how you would like to model itģ. Amount and Growth - is the account starting at and growing at the rates you would like to model
check DB pensions for 'deferred' versus 'active' Account Type - is the account the right 'type' e.g. Ownership - is the item owned by the correct owner Click on each entry to check it is entered as you would like for your Voyant model and complete any missing data. The descriptions in these messages are usually helpful.Ģ. These messages are links, which you can click to jump directly to the item in question and correct the problem.
Xplan for all software#
After importing, check the top of the Dashboard screen and within each entry in the software for error messages.
Xplan for all how to#
Further details follow on how to address these potential issues.ġ. In Dashboard view this symbol shows it is connected to Iress:įor both Options A and B check all the data that has been pulled across via the Dashboard view in AdviserGo.Ĭhecklist – Things to check following the import of a client fact findīelow is a quick list of things to check after you’ve imported a client case.
Xplan for all update#
In the Summary screen select which entry in Voyant you would like to connect the xplan one to and it will connect and update the values for it: To add in a new entry from xplan, that isn’t currently in Voyant, select Add instead of Connect Select ‘Connect’ to link existing entries with xplan entries and update these entries with updated values from xplan. NOTE: Selecting Overwrite will start your plan again from the beginning using the xplan data pulled through and will not include any existing What If scenarios.Īfter clicking on Merge a list of Finances pulled from xplan will be shown. The system will guide you through the linking process to identify matches between the existing Voyant plan data and the updated client data from Iress.įind this client in the search box and select Merge In the client record Dashboard view in Voyant click ‘Import’.
If you already have a client in Voyant that you wish to link to the integration to update information from xplan follow the instructions below Option B - Update an existing client record with information imported from xplan: In the expense, go to Timing and select a start and end event for that expense. Click on each error to resolve.įor example, for expenses you need to tell Voyant when they exist in the plan. This could be due to Voyant needing data that it did not find in Iress. You may see some errors when you first import the plan. Voyant will then import the client details into the plan. Click on the client’s name in the list once you have found them to import. Option A - Create a new client record using information imported from xplan
Note if you are already logged into Iress in your browser you will not need to log in again below.Īfter logging in click Allow when prompted: You will only need to do this once to authenticate the account. You will then need to login to Iress using your usual login details. When in the AdviserGo home page (where your client list is) click Import client via the + button bottom right See this guide if you need instructions for how to log in to AdviserGo: Logging into AdviserGo Once the integration is all set up, log into Voyant and go to AdviserGo as this integration only works via AdviserGo (though anything you make/import in AdviserGo will be also in Adviser). Voyant: Once set up with Iress your Voyant Subscription Manager would then get in touch via the integration to be set up at Voyant's end. If you have any questions please contact your Iress account manager or assistance. Iress: This service can be switched on by your system administrator in Xplan > System Settings > Iress Open. This integration needs switched on by both Iress and Voyant to do this: To use the Voyant integration with Iress, you must have active user accounts with both Voyant (as a subscriber or trialist) and Iress.
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