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AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...90Views4likes3CommentsAsk an Expert: Growth Masterclass Episode 3 - Sharpen your tools
Have you tuned in to episode 3 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. With new workflows in place, MatthewComan's ne...jessica.lamb5 days agoAdvisely Partner
26Views1like0CommentsAMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...447Views3likes37CommentsAsk an Expert: Growth Masterclass Episode 2 - Back-office bootcamp
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. To achieve the efficiencies and scale needed t...Tangelo8 days agoAdvisely Partner
49Views2likes0CommentsAsk an Expert: Growth Masterclass Episode 1 - Let's talk strategy
Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a ...rainier.reyes8 days agoAdvisely Team
38Views1like0CommentsAMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...862Views10likes33CommentsHow to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how t...sarah.burke389 days agoVirtual Explorer62Views1like5Comments