Inline with the upcoming Xtools+ changes being implemented on Xplan sites starting 13th of May through to 3rd June (Iress Community: Xtools+ Changes)
We're making the following adjustments on Advice Designer:
Additional Xtools+ Tables:
The following list of tables will be available within plans when including Xtools+ modelling:
Content/Individual/Super/Client/Accumulation
Content/Individual/Super/Partner/Accumulation
Content/Individual/Cashflow/Income Support/Home Equity Access Scheme,
Content/Individual/Liabilities/Home Equity Access Scheme/Details
Content/Individual/Insurance/Total,
Content/Individual/Insurance/Details
Content/Individual/Pensions/Retail/Client/Summary
Content/Individual/Super/Partner/Transfer Account
Content/Individual/Pensions/SMSF/Account/Pension (1-10)
Content/Company(1-3)/Investment Bond
Content/Trust(1-2)/Investment Bond
💡Note: Some pathways will only reflect within Advice Designer if the modelling has been completed, ie Insurance tables will be visible for selection only if Insurance is modelled in the imported Xtools+ scenario
Replaced Xtools+ tables:
The following tables have either been renamed, replaced or newly introduced in Xplan:
From | To |
Content/Individual/Pensions/Account/Pension | Content/Individual/Pensions/Retail/Account/Pension (1-10) |
Content/Individual/Pensions/Client | Content/Individual/Pensions/Retail/Client/Overall |
Content/Individual/Pensions/Summary/Client | Content/Individual/Pensions/Retail/Client/Summary |
Content/Individual/Pensions/Partner | Content/Individual/Pensions/Retail/Partner/Overall |
Content/Individual/Pensions/Summary/Partner | Content/Individual/Pensions/Retail/Partner/Summary |
Content/Individual/Pensions/Summary/Joint | Content/Individual/Pensions/Retail/Combined/Summary |
Content/SMSF/Accumulation/Account/Client | Content/Individual/Super/Client/SMSF, |
Content/SMSF/Accumulation/Account/Partner | Content/Individual/Super/Partner/SMSF |
Content/SMSF/Accumulation/Account/Other | Content/Individual/Super/Other/SMSF |
Content/SMSF/Pensions/Summary/Client | Content/Individual/Pensions/SMSF/Client/Summary, |
Content/SMSF/Pensions/Summary/Partner | Content/Individual/Pensions/SMSF/Partner/Summary, |
Content/SMSF/Pensions/Summary/Joint | Content/Individual/Pensions/SMSF/Combined/Summary, |
Content/SMSF/Pensions/Allocated/Client | Content/Individual/Pensions/SMSF/Client/Overall, |
Content/SMSF/Pensions/Allocated/Partner | Content/Individual/Pensions/SMSF/Partner/Overall, |