XPlan User Detail Changes

Contact Details

Contact Name *

Practice Name *

Contact Phone

Contact Email *

Which XPlan site? *

Are you licensed or self-licensed? *

Which Licensee? *

What is the name of your Licensee? *

Compass_Licensee

CWT_Licencee

User Details

Please select all user requests which relate to your query, currently only of each can be performed per form submission. If you are making multiple user changes, you can click the back button upon completion of the form, inorder to minimise data entry.

Create New Users

Modify Existing Users

Terminate Exiting Users

Create User

First Name *

Last Name *

Mobile

Email *

Do not add address

Street

Suburb

State *

Postcode *

User Type *

Job Title

Replicate User (licenses only)

Estimated New User Cost Per Month (Ex-GST) - CPAL Pricing

Estimated New User Cost Per Annum (Ex-GST) - CPAL Pricing

Estimated New User Cost Per Month (Ex-GST) - Lavista Pricing

Estimated New User Cost Per Annum (Ex-GST) - Lavista Pricing

Please note that estimated fees include mandatory Client Focus and Hosting Licenses. Please see pricing schedule below for additional information.

I understand there is a per user support charge of $68.75 per month. *

I understand there is a per user support charge of $128.33 per month. *

Do you want to apply an SMS Gateway to this user?

Please specify the SMS Gateway provider, if known.

Please specify the SMS gateway provider name or domain

Is the Shell User an Adviser?

New Adviser Custom Options

Your Qualifications

Practice/CAR

Practice/CAR ABN

Adviser Type

What would you like to include in the footer of your documents?

Authorised Representative Number

Corporate Authorised Rep No.

Remuneration Disclosure

Shareholdings Disclosure

Related Parties Disclosure

Modify Users

User ID (eg. 'jsmith1') *

Add + Remove -

~ Please note that if you require investments for WealthSolver and you do not have the IPS module, you will also require the WealthSolver Investments module

^ Enter User Name to replicate if relevant. You do not need to list the modules required if replicating a User, as we will add the same modules as that User to replicate

+ New users/modules cannot be added within the 'black out period' (first three business days of the calendar month), this is in order to prevent double billing from IRESS

Estimated Change in User Cost Per Month (Ex-GST) - CPAL Pricing

Estimated Change in User Cost Per Annum (Ex-GST) - CPAL Pricing

Estimated Change in User Cost Per Month (Ex-GST) - AAP/Lavista Pricing

Estimated Change in User Cost Per Annum (Ex-GST) - AAP/Lavista Pricing

Is this user currently virtual ('No-Login') and you are wanting to convert to active, or has it been previouly terminated and is being re/enabled? Additional Information (Important)

What type of user in being re/enabled?

Do you want to apply an SMS Gateway to this user?

Please specify the SMS Gateway provider, if known.

Please specify the SMS gateway provider name or domain

Terminate User

Terminated User ID (eg. 'jsmith1') *

Terminated User Email address *

Reason for termination *

Do you want to transfer tasks, roles, templates, etc. to another user?

Do you want the terminated users tasks to be transferred to the newly created user above?

User ID of existing user to transfer to? (eg. 'jsmith1') *

Do you want user data to be deleted?

If you have chosen to cancel a user please let us know where we should transfer tasks, reviews, diary events or client service manager roles reassigned

User Module Details

Do you want to schedule the requested changes to take place at a future date? (must be within three business days from date of submission)

As this form triggers an automated workflow, we are unable to have multiple effective dates in the same form for different users, if you would like to make changes to users on different dates, these will need to be done in different forms.

Effective Date

Please note we use a 'blackout period' (first three business days of the calendar month) for new/existing user changes, to delay the cost to you and allow Iress time for billing reconciliation. Tick this box if you want users/licenses added during the blackout period (despite potential additional charges from Iress).

Any additional comments to assist us with your request (eg. adding new user to multiple groups, etc.):

Advice Tech Fields

Salesforce_Case_ID *

Salesforce_email_ID

CWT_Group_List *

CWT_Group *

CWT_Group_ID *

Compass_Group_List *

Compass_Group *

Compass_Group_ID *

Comppass_CommPay_Access

LaVista_Branch

Entity Id of Modify User *

Email Address of Modify User *

Entity Id of Terminated User *

Entity Id of Transfer User *

CWT_Fee_Cap

The selected Lavista Branch has an Xplan Support Fee Cap, no charge is required to be added/removed for this request.

Compass User Admin License Report - Power BI

CWT User Admin License Report - Power BI

Is the modified user a 'Shell User' that is being enabled?

Do you want to override automatically generated UserID?

What do you want the UserID to be?

Does a Salesforce Contact need to be created for the new user?

Does the Salesforce Contact for the terminated user need to be terminated also?

Does the user need to be set up with a Centrepoint Connect/Matrix Portal login?

Is this a test?

Send To User

Test

Sender_Email_Address

Pricing Details

	Retail Pricing ex GST per month	Centrepoint Pricing ex GST per month
Client Focus and hosting	$250.65	$147.89
IPS and ASX	$338.45	$132.56
Risk Researcher	$240.10	$84.04
WealthSolver / Wealthsolver Investments	$82.00	$28.70
XTools +	$158.10	$55.34
XTools	$158.10	$55.34
Alerts	$82.00	$28.70
CommPay	$49.75	$17.41

BRIEF DESCRIPTION OF MODULES

Client Focus	CRM, SoA/RoA production, client data, tasks and workflow
Investment Portfolio System (IPS)	Portfolio modeling, portfolio balances, reporting and data feeds
Fund and ASX	Managed fund and asx data
XTOOLS	Gap analysis and modeling
XTOOLS+	Cash flow and comprehensive modeling
Risk Researcher (IQM+)	Fully interactive risk insurance system
WealthSolver	Superannuation and investment platform comparison modeling
Alerts Manager	Exception reporting and database marketing tool
CommPay Lodge/View	Complete commission management and tracking system

	Retail Pricing ex GST per month	LaVista / AAP Pricing ex GST per month
Client Focus and hosting	$250.65	$195.32
IPS and ASX	$338.45	$227.59
Risk Researcher	$240.10	$156.07
WealthSolver / Wealthsolver Investments	$82.00	$53.30
XTools +	$158.10	$102.77
XTools	$158.10	$102.77
Alerts	$82.00	$53.30
CommPay	$49.75	$32.34

BRIEF DESCRIPTION OF MODULES

Client Focus	CRM, SoA/RoA production, client data, tasks and workflow
Investment Portfolio System (IPS)	Portfolio modeling, portfolio balances, reporting and data feeds
Fund and ASX	Managed fund and asx data
XTOOLS	Gap analysis and modeling
XTOOLS+	Cash flow and comprehensive modeling
Risk Researcher (IQM+)	Fully interactive risk insurance system
WealthSolver	Superannuation and investment platform comparison modeling
Alerts Manager	Exception reporting and database marketing tool
CommPay Lodge/View	Complete commission management and tracking system

	Retail Pricing ex GST per month	LaVista / AAP Pricing ex GST per month
Client Focus and hosting	$250.65	$195.32
IPS and ASX	$338.45	$227.59
Risk Researcher	$240.10	$156.07
WealthSolver / Wealthsolver Investments	$82.00	$53.00
Xtools +	$158.10	$102.77
Xtools	$158.10	$102.77
Alerts	$82.00	$53.30
CommPay	$49.75	$32.34

BRIEF DESCRIPTION OF MODULES

Client Focus	CRM, SoA/RoA production, client data, tasks and workflow
Investment Portfolio System (IPS)	Portfolio modeling, portfolio balances, reporting and data feeds
Fund and ASX	Managed fund and asx data
XTOOLS	Gap analysis and modeling
XTOOLS+	Cash flow and comprehensive modeling
Risk Researcher (IQM+)	Fully interactive risk insurance system
WealthSolver	Superannuation and investment platform comparison modeling
Alerts Manager	Exception reporting and database marketing tool
CommPay Lodge/View	Complete commission management and tracking system

Acknowledgement

I have authority from the practice principal / or I am the practice principal and authorise this change / licence. We understand that all changes need to be submitted by the end of the month or they will be charged in your next invoice.

Signature *

Draw signature|Type signatureClear

Date *

Form Record Type *

Case origin

Contact Details

User Details

Create User

New Adviser Custom Options

Modify Users

Terminate User

User Module Details

Advice Tech Fields

Pricing Details

Acknowledgement

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