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🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...andrew.wilson.02 hours agoIress Contributor10Views2likes1Comment17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...kenny.foo3 hours agoIress Contributor14Views2likes1CommentRisk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...mymy.nguyen52 days agoNetwork Navigator11Views1like1CommentThread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...michelle.tarr4 days agoNetwork Navigator22Views2likes2CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin17 days agoValued Supporter45Views5likes1Comment🤓Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...courtney.youngblutt7 days agoIress Contributor48Views1like1Comment
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There's a lot that goes into building an advice business that the client never sees. We do.Recent insights
Recent insights
4 MIN READ
Our industry is in a state of flux, and unless we focus on engaging as a community, a lot of people are going to be very isolated – personally and professionally.
74Views
2likes
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If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
111Views
2likes
0Comments
Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
429Views
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2Comments
3 MIN READ
If you can't measure it, you can't manage it – and you certainly can't improve it.
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3 MIN READ
If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
690Views
3likes
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