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Important updates - CALM Xtools+

Iress has delayed the update until 15th July, final date to be confirmed.

 

Following the update, we'd like to remind you that some data in your existing scenarios will be inaccessible. Link to the Iress article

  • Data previously entered into Display table cells for Super and Pension accounts will be overridden with $0 upon upgrade
  • A 'Legacy Data' screen will show Input data you have previously entered, so you can re-enter it if needed.

Please review the Iress article for further details and clarifications.

 

​If you want to preserve the existing modelling, please lock the scenario before the update. This is a manual process you need to complete separately for each scenario and cannot be completed in bulk. Unlocking these scenarios after upgrade will result in the data being inaccessible and not retrievable. If you wish to reuse the locked scenario, please do not unlock it - copy it and work with the unlocked scenario.

 

Link to the webinar recording presenting the feature updates and changes can be found here.

 

 

Current Known Issues

  • No Known Issues.

 

Advice Tech - Xplan Support

For all XPLAN-related inquiries, kindly consider the email support desk as your initial contact point.

  • For Datafeed-specific issues, please CLICK HERE and complete the form, which we will get to as soon as possible.
  • For Xplan Licence Changes, please CLICK HERE to request a new user, make licence amendments or terminate a current user, which we will get to as soon as possible.

 

Connect with our support team through one of the following methods:

  1. Email Support: Reach out to us at advicetechnology@count.au

  2. Telephone Support: Call us at 1300 650 432 and select option 1, available from 8:30 am to 5.00 pm (AEST). 

 

Xplan Training and Webinars

Count Training Videos

Count also offers a variety of training and informative video series. Please CLICK HERE for the myCount Portal to access further training guides and information.

 

Iress Xplan Training

The Iress Learning Centre offers a comprehensive suite of training options. We encourage you to explore and engage in the training modules relevant to your use of Xplan.

Note: Registration at the Iress Learning Centre is separate from your Xplan login.