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A recent statement from the CSLR has set off warning sirens throughout the advice profession – for good reason.
If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
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9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...871Views5likes30CommentsWant to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...111Views6likes5Comments🤓 Xplan Hint: Workflow groups - assign tasks to a group of people rather than an individual
Did you know you can create a workflow group to assign tasks to as part of a case or thread template? Ever needed to assign a task to a paraplanning work group or a client services team, rather tha...60Views3likes1Comment
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