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CURRENT VERSION 21.4.166.1

 

IMPORTANT NOTICES:

 

North data delays UPDATE – NEW 25/10/2021

The issues in delays to the update of North data have been resolved and all data is now current.

 

Xplan System Upgrade -  NEW 15/10/2021

Xplan will be unavailable from Friday 29 October, 8 pm AEDT until Sunday 31 October, 8 am AEDT to allow for a site upgrade by Iress.

 

During this time, the system will be unavailable. We ask that you please log out of Xplan prior to 8 pm on Friday the 29 October.

 

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

We apologise for any inconvenience caused.

 

 

Master Trust Client Data Issue – NEW 12/10/2021

We have identified some issues related to the Master Trust client data in XPLAN over the weekend which have caused the balance and the associated transactions specific to certain funds to appear in both old and new APIR code. We are investigating the issue and will correct it as soon as possible.

 

 

Xplan and MyNorth Managed Portfolios – Now live – NEW 11/10/2021

What is changing?

We have enhanced the data feed between North and Xplan which will now allow you to see additional information in Xplan.

 

This release was recently postponed as a result of an existing issue. You may see a negative holding balance or delayed data for an asset. We ask that if this occurs to please view North online for the correct data until we resolve this issue.

 

Who to contact?

If you see a negative holding balance for an asset or have any questions around this release please call North Service Centre on 1800 667 841, or email north@amp.com.au

If you have any reconciliation errors, please contact Iress Support on 1300 130 069.

 

Xplan and MyNorth Managed Portfolios - new data available - POSTPONED 3/10/2021

We are postponing the release that was due to go live on Monday 4th October 2021. The enhancement aimed to provide you with the ability to show your clients the underlying assets of the managed portfolios. A new release date will be communicated shortly.

 

 

Master Trust Simplification (MTS) – NEW 30/09/2021

Product updates
New product information reflecting the changes made to the refreshed SignatureSuper product range, will be available in WealthSolver from 2 October 2021. For the existing scenarios where the old products were previously recommended prior to the simplification, users are required to transfer them from these terminated products to the new SignatureSuper products.

 

Client data refresh
From Saturday 2nd October 2021 to Monday 11 October 2021, client data shown in XPLAN will reflect the client’s position as at 30 September 2021. This means that existing client information required to generate ROAs and SOAs will not be current during this time. This affects Master Trust products only. New accounts created post 11 October 2021 will have the refreshed SignatureSuper product name. Any existing accounts will not update automatically to reflect the new account name and users are required to manually update as appropriate. 

 

Panorama (BTNW) - Issue supplying refresh files - NEW 29/09/2021

Panorama have advised that they are having issues generating refresh files since the 25th of September 2021. This means that the refreshed updated data is not available in Xplan and

no data from refreshes will be seen in Xplan since that date. Panorama have identified refresh status failures and the associated errors causing this issue. Action is with their operations team

to rectify data quality issues to resolve ongoing failure/refresh issues.

As a temporary workaround, users can manually add missing transactions in Xplan and add a date-lock to maintain the data.

 

New Record of Advice Wizard available on Xplan – Register for Training – NEW 27/09/2021

The New Xplan Record of Advice (RoA) Wizard is now available for all users on the AMP Xplan Centralised Site.  Practices who use Xplan will no longer need to use DRAFT to produce RoA’s.
 

To ensure you understand how best to use this tool for providing advice to your clients, we have scheduled a series of webinars from 30 September – 12 October 2021.
 

To register for a webinar, please click HERE for webinar dates and registration links.
 

For more information about this release please refer to the Advice News article

 

 

Error when opening Xmerge doc in Office365 and Office 2019 UPDATE – 23/09/2021

Iress have confirmed that this issue is now resolved.  The solution is available by installing the latest recommended update for all of the versions of Office that are currently supported as shown in the table below:

Channel

Version

Build

Release date

Version supported until

Current Channel

2108

14326.20404

September 14, 2021

Version 2109 is released

Monthly Enterprise Channel

2107

14228.20324

September 14, 2021

November 9, 2021

Monthly Enterprise Channel

2106

14131.20384

September 14, 2021

October 12, 2021

Semi-Annual Enterprise Channel (Preview)

2108

14326.20404

September 14, 2021

March 8, 2022

 

Iress have carried out a number of tests working with Microsoft and can confirm they can no longer replicate the issue in Xplan.

 

Retirement Funding Xtools - Incorrect contributions tax calculated – Please read - 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.


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


 

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