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Per new research from Iress and Deloitte, 63% of younger Australians are open to advice via digital channels and hybrid models – and employers may be the quickest route to accessing these customers. ...
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🤓 Xplan Hint: Tracking Super Contributions
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance ea...andrew.wilson.04 days agoXplan Expert26Views1like0Comments🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...courtney.youngblutt9 days agoXplan Expert134Views3likes12CommentsWhy is Fund & Insurance Research still so manual?😤
Efficiency isn’t optional anymore so why are we still doing this the hard way?! If you’re still using manual forms while juggling calls with Fund Managers and Insurance Companies like me, we are l...michelle.butler.010 days agoActive Interactor49Views1like0CommentsThursday 13 November AMA: Kenny Foo, Xplan implementations expert, Ask Me Anything!
Want to know how the best structure their access levels? Or how often good site administrators review their assumption sets or update APLs? Or maybe there is a system setting you've never qui...hugh.odonnell21 days agoAdvisely Team216Views1like20Comments🚨 Last chance: Have your say (and win a $1,000 Visa gift card!)
We’re wrapping up the Adviser Technology Survey, and your input could make all the difference. Tell us how you’re really using tech in your advice business: what’s working, what’s not - and help sh...natalie.ng24 days agoIress Team32Views0likes0Comments🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you a...courtney.youngblutt28 days agoXplan Expert15Views0likes0Comments
