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IMPORTANT NOTICES: 

 

**Adtech helpdesk email at adtech@amp.com.au or call 1300 367 800 (option 3), Monday to Friday, 8.30am - 5pm (AEST)

 

Document Template Updates: NEW 30.11.2023

Please note that from 30 Nov 2023, there will be no document template updates to this Xplan Site. All updates and document generation should now be completed on the single site https://amp.xplan.iress.com.au/

 

 

North Datafeeds Fix and Upgrade : NEW 17.11.2023

We know that high quality data is integral to your experience. In close collaboration with Iress, we’re upgrading the North data feeds.

As a result and you may not see current data from 23 November to 1 December 2023.

During this period, please refer to North Online for data on clients’ current holdings and detailed transactions.  

We thank you for your understanding.

 

 

Xplan 2FA is required for all users by 30 October NEW 23.10.2023

Have you enabled two-factor authentication (2FA) on your Xplan account?

On Monday 30 October all Xplan users will have 2FA enforced. This means if you have not yet activated 2FA you will be unable able to access Xplan until this has been enabled.

This is a crucial security feature all practices are required to implement to help protect both you and your clients, and to align with the Cyber Security policy which took effect 1 September 2023.

Please follow the steps in the 'How to enable two-factor authentication on Xplan - guide' to enable Xplan 2FA today.


 

Enabling two factor authentication (2FA) 28/07/2023 NEW

Have you enabled two-factor authentication (2FA) on your Xplan account? All Xplan users need to activate 2FA by Thursday 31 August 2023.

This is a crucial security feature to help protect both you and your clients, and to align with the Cyber Security policy which will take effect 1 September 2023.

Please follow the steps in the 'How to enable two-factor authentication on Xplan - guide' to enable Xplan 2FA today.

 

Iress Communities Article – 09/06/2023

[Awareness] Xmerge documents crashing Word - MS Word 365 version 23 – Please click Here

 

Documents generated via the AMP Wizards or Advice Suite or Practice created templates maybe affected by this Microsoft issue.

As a temporary solution an additional step has been added when generating documents via the AMP Wizards or Advice Suite where you can select between .doc / .docx formats inline with the Version of Office being used.

 

 

 ​Iress Updates to Xplan -  Ongoing

 

Iress have initiated regular updates to their Xplan systems.

This move by Iress is to allow for quicker bug fixes and release of new features and functionality into Xplan.

 

Upgrade Outage
When scheduled, these updates will commence on a Friday Evening, at 8pm AEDT.


During this time, the Xplan system will be unavailable from Friday 8pm until Saturday 9am AEDT to allow for the upgrade. 

 

For further information, please visit the Iress Communities webpage for detailed release notes.

 

New Xmerge Reports Available - 27/02/2023

 

There are 2 new Xmerge reports available for running practice level reports for:

  1. Xplan User Details – Provides a list of modules applied and pricing per user
  2. Xplan 2 FA Status – Provides a list of users with their 2FA Activation status and relevant information

User Guides on how to access and use these reports can be found here: