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AMA: 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 ...787Views10likes27CommentsAMA: 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.capozzi3 days agoIress Contributor352Views4likes24CommentsAMA: 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 ...399Views3likes35CommentsHow do you make the outcome of a task within a thread optional?
Hi, How do I have an outcome that is optional in a thread i.e 1. Meeting outcome is proceed to Projections and submit third parties (Trigger two new threads) or 2 Proceed to Projections thread,...sarah.burke385 days agoVirtual Explorer32Views2likes2CommentsPoll: 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.foster5 days agoAdvisely Team19Views2likes1CommentPOLL: 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.reyes27 days agoAdvisely Team17Views0likes0Comments