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Recent DiscussionsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagCALM Assets Graph "excluding Acc Deposit " Can someone confirm what the label 'excluding Acc Deposit' under the CALM Assets graph refers to. SolvedStart here: Let's introduce ourselves! Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...What did the Government do to understand the cost of the CSLR? The advice profession has every reason to be furious about the handling of the CSLR legislation. My latest article sets out one more reason why that is the case. The Government is required, when in...AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything! Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here onWednesday 18 December from 3pm to 4pm AEDT to have all y...Secure messaging between Xplan users I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...Marketing - Email templates Hi, I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create ...AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...AMA: 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...
Themespractice management87clients79xplan62technology53policy41compliance31advice production28client engagement27investments24succession16
