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Client Key Details

Client Key Details

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Address

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Contacts

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Dependants

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Employment

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Health

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Identity Check

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Tax Residency

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Social Security

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Bank Details

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Domicile History

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Client Groups

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Mind Map

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Family Tree

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Estate Planning

Wills

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Power of Attorney

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Executors

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Beneficiaries

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Goals + Objectives

Objectives

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Goals

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Risk Profiles

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Risk Profile

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Attitude to Risk

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xmerge-risk-profile-questionnaire

Risk Profile Questionnaire

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Cashflow

xmerge-income

Income

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xmerge-expenses

Expenses

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xmerge-budget

Budget

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Financial Position

Assets

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Liabilities

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Portfolio Accounts

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Superannuation

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Pensions

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Annuities

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Balance Sheet

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cashflow

Insurances

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Workflows

xmerge-cases

Cases

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xmerge-threads

Threads

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Tasks

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Notes

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Administration

Client Category

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Client Category History

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FSG

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FSG History

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Consent

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Complaints

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xmerge-alerts

Alerts

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Commpay

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Campaigns

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Services

Reviews

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FDS Opt In

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diary

Diary

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Invoices

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Fee For Service

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cashflow

Professional Advisers

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Referrers

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Users and Groups

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Client Adviser Details

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User Details

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User Groups

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Other Areas

Barcodes

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Output Filename

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Images

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cashflow

Attachments

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cashflow

Xplan info

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Logos

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Signatures

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Email Subscriptions

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Dates

Date Formatting

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Variable to Date

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Date time

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cashflow

datediff

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dateutils

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Standard Xplan Functions

image/svg+xml

len()

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image/svg+xml

String Formatting

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image/svg+xml

Sum

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image/svg+xml

Currency

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Custom Functions

Entity Names

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Currency

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Percent

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join

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Template Entities

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ATP Grammar Declarations

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Scenario Wizards

Scenario Details

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Entity Selector

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Variable Substitution

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