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Recent DiscussionsTagged:TagAMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything! Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...Pension phase modelling in Xtools+ Does anyone have any tips or tricks for calculating the capital required to meet a required income during retirement (incl. Age Pension entitlements) or alternatively, determining a safe withdrawal r...AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything! Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on T...Statement of Advice for Multiple names Hi Team, Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...Expected Revenue Tracking Hi Team Expected Revenue Tracking – Pipeline Tracking Our business is currently using spreadsheets to track the following: Adviser Meetings and Outcomes Client Meetings Adviser Meeting Ty...Adjusting tax withheld in Xtools+ Hi there, Could anyone advise whether it is possible to adjust the 'tax withheld' for future financial years in an Xtools+ scenario? In our current scenario, the prospective client has additional...Human behaviours in the digital world should reflect what we do physically in the analog world. What I mean by that is in a physical sense, we would all bend over backwards to help our clients and keep them safe, but so often, those behaviours are not reflected in the digital world of protectin...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...
Themespractice management86clients79xplan57technology53policy38compliance30advice production28client engagement25investments24succession16
