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CURRENT VERSION 21.4.166.1

 

IMPORTANT NOTICES:

 

 

Xplan site theme - NEW 26/07/2021

The Xplan logo will be updated on Tuesday 27 July 2021 to align with other systems.

 

There is no impact to functionality or client-facing collateral. If you have any questions, please contact AdTech on adtech@amp.com.au or 1300 367 800, Option 2, Mon – Fri: 9am - 5pm AEST/AEDT.
 

 

Iress Network DR Testing - NEW 21/07/2021

Iress will be conducting their Annual Disaster Recovery testing during the following timeframe.

Activity Window

 

Date: 7th August 2021

Time: 8pm to Midnight AEST

 

Connectivity to the Xplan servers may be interrupted during this time.

 

We apologise for any inconvenience caused

 

Retirement Funding Xtools - Incorrect contributions tax calculated – Please read - NEW 27/05/2021

AMP has identified a defect within the proposed screen of the Retirement Funding Xtool calculator where the insurance premium is used to offset the contributions tax in both the regular and other contributions section causing incorrect contributions tax to be calculated.

 

Please note we have escalated to Iress, who are working on a fix to the issue.

 

If you have any questions or concerns about this, please contact the Adtech helpdesk email at adtech@amp.com.au or call 1300 367 800 (option 3), Monday to Friday, 8.30am - 6pm (AEST)
 

We apologise for any inconvenience caused.

 

BT Wrap to Panorama datafeeds – 28/05/2021

BT are currently in the process of migrating clients from the BT Wrap platform to the Panorama platform.  As a result, both BT Wrap and Panorama datafeeds are temporarily unavailable in Xplan.

Once the migration is complete you will be able to view your clients BT Wrap transactions via the Panorama datafeed. 

For more information about this change please refer to the following Iress Community article

 

 

Strategic Asset Allocation (SAA) Review May 2021 – 24/05/2021

AMP undertakes a periodic review of the strategic asset allocation (SAA) of the risk profiles to ensure it continues to meet the investment goals and are appropriate for the future.  As a result of this assessment, the following changes have been made to reflect current market conditions and help clients achieve their long-term investment objectives:

  • Updates to return assumptions of asset classes
  • Review of the strategic asset allocation for dealer group’s risk profiles

 

For full details please refer to Planner Portal> Services>Research>Investment Research>Projection Rates

 

Updated the ‘Creating your own Managed Content’ guide –  24/05/2021

When using Managed Content, it is important to ensure the responses are tailored to the individual client and their specific circumstances.

The guide has been updated to now include some key considerations and examples when creating templates for the Advice Development Worksheet.

You can access the Creating your own Managed Content guide in the Advice Development Worksheet, under Hints & Tips

 

Error when opening Xmerge doc in Office365 and Office 2019 –  07/05/2021

Iress have reported an issue where users are unable to open Xmerge documents generated from Xplan in Office365 and Office 2019.

 

It appears to be due to the recent version update by Microsoft on Thursday April 29 which is:

Version 2104 (Build 13929.20296)

 

As a workaround you may try the following:

From Windows Explorer, right click on the file and click on “Properties”

Tick the “Unblock” checkbox in the security section. Then click OK, and try opening the document again.

 

If you have any technical questions, please contact AdTech. 

 

North Datafeed issue - 07/10/2020

The issue affecting North fee rebate transactions was fixed for new transactions from 24/08/2020.  Historical transactions prior to this date were not covered in the fix.


This means that fee rebate transactions prior to 24/08/2020 are being applied as units against the North managed fund asset as well as income on the cash account. 

AMP are currently investigating a solution to apply a fix for the historical transactions.

In the meantime we recommend you obtain portfolio balances and reports via North Online

We apologise for any inconvenience


 

Wealthsolver North Cash Accounts – 05/05/2020

Please be aware that when using the Wealthsolver Scenario’s and importing assets from IPS North Datafeeds for the follow products: MyNorth, North, Summit, Generations and iAccess, the North cash account asset CASHACCT.CASH does not have the 0.45% admin fee applied. 
 

The workaround to be applied is to replace the cash account with the default plan Cash Holding in the above-mentioned Products. 
 

This matter is currently being investigated by our vendor, Iress.
 

We apologise for any inconvenience caused.


 

 

For Xplan enquiries please contact adtech@amp.com.au or phone 1300 367 800 opt 3 / opt 3

 

BT Wrap to Panorama datafeeds – NEW 28/05/2021

BT are currently in the process of migrating clients from the BT Wrap platform to the Panorama platform.  As a result, both BT Wrap and Panorama datafeeds are temporarily unavailable in Xplan.

Once the migration is complete you will be able to view your clients BT Wrap transactions via the Panorama datafeed. 

For more information about this change please refer to the following Iress Community article