Good Morning Freelancers, My employer has asked me to look for a xPlan coder to assist us to set up a Statement of Advice (SoA) wizard on our platform. We have a simple and brief layout of how the SoA wizard should look. Please note that the Xplan coding is different to normal website coding. We prefer someone with previous experience and have
...add ability to save to note as an attachment so that you can add note data (Eastbrook). Outlook Plugin | have the ability to push an email to a job which is not allocated to a client (Back to Back) Worksorted Outlook Plugin - enable users to select to send pushed email to Xplan at the same time as pushing to Worksorted Outlook Plugin - conflict with
...investment portfolios. I have prepared a complete mock of the app with screens and workflows (see attached). I have included on [login to view URL] a login to an external site (XPlan) that allows my clients to view just their investment portfolio information. I do not administer this site so I have the HTML code for the login page on the app and I have tested
XPlan developer to build a detailed template for a SOA (State of Advice) which includes investment feeds etc. Applicant MUST have experience in building XPlan templates using PHP. See attached example.
We need to migrate our business data from our existing system, XPlan, to our Salesforce org. We would use csv files for the transfer. We have about 500 clients and accounts to transfer across. Detailed knowledge of Salesforce data import and Microsoft Excel is crucial, with experience around importing child records and linking up correctly.
We need to migrate our business data from our existing system, XPlan, to our Salesforce org. We would use csv files for the transfer. See attached overview sheet. We have about 500 clients and accounts to transfer across. Knowledge of Salesforce data import and Microsoft Excel is crucial; XPlan skills would be useful.
XPlan developer to build a template for a SOA (State of Advice)
We are seeking someone with Financial Planning experience to come into our Sydney CBD office to help us with client fo...clients. This project is ideal for an individual with excellent communication skills, strong attention to detail, someone who is able to follow processes. Required skills: - Xplan Portfolio System (IPS) - Microsoft Office Programs
I need an experienced paraplanner to write statements of advice using Xplan, COIN or Midwinter. There will be ongoing work for the right paraplanner at the right price. Previous work as a paraplanner and DFP (RG146) will be looked apon very favorably! Looking at paying $15 AUD per hour.
I am looking for someone to prepare financial plans within the XPLAN software system, if possible, using the PIS Compass System. The financial plan should meet ASIC RG90 requirements (Link for RG90 : [login to view URL] ). The detailed project description will be sent upon request.