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AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 1...laura-capozzi24 hours agoIress Contributor113Views3likes4CommentsPoll: Are you in a position to take on more clients?
Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand. I am int...primrose.foster2 days agoAdvisely Team2Views0likes0CommentsAMA: 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 ...381Views3likes35CommentsPOLL: How can financial advice better support neurodivergent clients?
Hi everyone! I just listened to a really interesting episode of the Upfront podcast where behavioural finance expert Krystle McGilvery talked about how advice can better support neurodivergent clie...rainier.reyes19 days agoAdvisely Team16Views0likes0CommentsAMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan?Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...BrentMuller26 days agoIress Team481Views6likes15Comments