![]() ![]() KEEPING YOU INFORMED EVERY STEP OF THE WAY. To request access, please provide your contact details. Find An Adviser Email via Outlook Web Access Fitzpatricks Adviser Portal Fitzpatricks XPLAN Adviser Access. You can request early access to this functionality before it’s formally introduced to the broader industry. This functionality will save you time and avoid the need to duplicate information that’s already stored in Xplan. This will allow you to create and submit SMI applications directly from Xplan, using the existing client data in Xplan. Hostplus has partnered with Xplan to create SMI application origination functionality. Detailed set-up instructions can be found here. Step 3: Configure Xplan to start accepting the SMI data feeds. Your Xplan Adviser ID will be provided to you within seven business days (note that your Xplan Adviser ID is different to the username you use to login to the SMI adviser portal). Step 2: Using the same email address from your Hostplus SMI registration, email the following information to Subject line: ‘Xplan data feed registration’ a driver’s licence.Įxisting Hostplus SMI advisers: skip to step 2. ![]() You will need your ASIC financial adviser number and proof of identification e.g. The next time the adviser tried to log in to his platform desktop. Step 1: New Hostplus SMI advisers: click here to register as an adviser for Hostplus SMI. This included personal banking, platform desktop software, Xplan software and Facebook. How to access Hostplus SMI data feeds in Xplan If you use Xplan, you’ll now have the ability to set up data feeds. Millennium3 is one of Australias largest and most established communities of financial and life insurance advisers with origins. Checkout everything that’s available.Hostplus have partnered with Iress to make the ongoing management of your clients SMI investments easy. After some agonising experiences with other Financial Advisers. The world is ever-changing: keep up with what’s happening right here, your “one stop shop” for everything we’ve spotted that can affect the markets.Īt Akambo we have a wide variety of software tools, both in-house and in the “cloud”, that you can access to make managing your portfolio of investments easier and faster. 95 of advised clients have greater peace Source: IOOF Survey 2020: The True Value of Advice A study of 12,643 Australians Lonsdale Financial Group Ltd ABN 76 006 637 225 AFSL 246934. XPLAN from IRESS a powerful, integrated financial planning solution for wealth management and financial planning professionals is now available to. We have worked with Intralink, in particular our adviser Christian Jarrad, for many years. Akambo Financial Group Level 2, 90 Collins Street Melbourne, VIC 3000 PO Box 24014, Melbourne, VIC 3001 Akambo Pty Ltd (ABN 16 123 078 900). Tap into a suite of solutions to further improve your advice delivery. Leverage Opex’s Xplan integrations to capitalise on all this functionality. Keep in touch with everything of interest that’s happening from a wide variety of general news and financial sources curated by our team. Xplan software manages your client portfolios and optimise advice delivery, storing data and documents in one system, getting visibility over your workflows, and maximising your reporting efforts. What happens all around us affects the markets - and what affects the markets affects our financial security. Elevate Online is no longer available on AMP Portal. Your chance to tap into the collective wisdom of the Akambo team, with lively, informative articles that give you opinions and knowledge on a wide range of financial industry issues relevant to you. AMP Life client and contract data has been removed from Planner Portal (AU) and Adviser Central (NZ).
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