Xplan System Upgrade – 07/06/2021

Xplan has recently been updated to 21.4.166.1 by Iress.

Improvements to CALM, Risk Researcher and Wealthsolver Modules are some of the features of this release.

More details are available by viewing the AMP  June Release Notes on Adviser IQ or the Iress Xplan Release Notes on Iress Communities.

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.

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