Project Templates (Financial Planning)

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Project Templates: Financial Planning

Whether you are reviewing your current workflows or just joining Xeppo for the first time, our Project Templates from the Best Practice Toolkit provide you with a workflow suite designed to maximise automation, save you time and provide consistent outcomes. It can be hard to know where to start when reviewing your current processes and workflows, but we've done all the hard work for you! Each template can be customised to meet the specific needs of your practice.

Below is a high level view of the available templates. If you would like to know more, or want these templates added to your Xeppo portal, email us at support@xeppo.com.au. Please note your practice must be on our latest Platform Service Pack to access the Best Practice Toolkit products.

 

New Client Process
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Considerations
This process links to the following processes:

  • SOA Process TEMPLATE AVAILABLE
  • Archive Client Process TEMPLATE AVAILABLE

It also includes actions/triggers to merge out coded documents or emails. If you are not using merge documents, these tasks can be altered accordingly. Coded documents referenced in this template are:

  • Pre-Appointment Questionnaire TEMPLATE AVAILABLE FOR INDIVIDUALS 
  • FSG Email/Document TEMPLATE AVAILABLE
  • Third Party Authority Form TEMPLATE AVAILABLE
  • TFN Authority Form TEMPLATE AVAILABLE
  • Letter of Engagement TEMPLATE AVAILABLE



SOA Process
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Considerations

This process links to the following processes:

  • Implementation (Insurance) TEMPLATE AVAILABLE
  • Implementation (Super/Pension/Investment) TEMPLATE AVAILABLE
  • Archive Client Process TEMPLATE AVAILABLE



ROA Process
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Considerations

This process links to the following processes:

  • Implementation (Insurance) TEMPLATE AVAILABLE
  • Implementation (Super/Pension/Investment) TEMPLATE AVAILABLE
  • Archive Client Process TEMPLATE AVAILABLE



Implementation Process (Insurance)
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Considerations
This process does not utilise any merge documents or link to other processes.



Implementation (Super/Pension/Investment)
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Considerations
This process does not utilise any merge documents or link to other processes.



Annual Review - Initial Process
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Considerations

This is an Activity Template that links to the following processes:

  • Annual Review (Appointment Booked) TEMPLATE AVAILABLE
  • Annual Review (No Appointment Booked) TEMPLATE AVAILABLE



Annual Review (Appointment Booked)
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Considerations

This process links to the following processes:

  • SOA Process TEMPLATE AVAILABLE
  • ROA Process TEMPLATE AVAILABLE

It also includes actions/triggers to merge out coded documents or emails. If you are not using merge documents, these tasks can be altered accordingly. Coded documents referenced in this template are:

  • Review Questionnaire TEMPLATE IN DEVELOPMENT
  • Review Report (with Net Worth Data) - eg. if you are using the Net Worth App; or, TEMPLATE IN DEVELOPMENT
  • Review Report (no Net Worth Data) - eg. if you are not using the Net Worth App TEMPLATE IN DEVELOPMENT



Annual Review (No Appointment Booked)
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Considerations

This process links to the following processes:

  • SOA Process TEMPLATE AVAILABLE
  • ROA Process TEMPLATE AVAILABLE

It also includes actions/triggers to merge out coded documents or emails. If you are not using merge documents, these tasks can be altered accordingly. Coded documents referenced in this template are:

  • Review Report (with Net Worth Data) - eg. if you are using the Net Worth App; or, TEMPLATE IN DEVELOPMENT
  • Review Report (no Net Worth Data) - eg. if you are not using the Net Worth App TEMPLATE IN DEVELOPMENT



Archive Client Process
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Considerations
This process does not utilise any merge documents or link to other processes.



Want to know more?

Already have the templates and would like some useful tips to help you review and customise them? Click here to get started.

The above diagrams show each template at a very high-level view. If you are interested in the finer detail, or want to know more about using these templates for your practice, please send us an email to support@xeppo.com.au and we will be in touch to assist you. If you are on our latest Platform Service packs, and you are signed into the Support Centre, you can also access more information here.

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