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Xplan Client Access Temp Passwords
Is there an underlying Client Access password default expiry timeframe even if not added in Settings? We have a number of clients unable to access getting the message "incorrect username or password"...
dianne.preece.0
Network Navigator
2 hours ago Place Discussions
xplan
9Views
1like
1Comment
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...
jessica.lamb
Advisely Partner
6 hours ago Place AMA
advice servicing
technology
xplan
528Views
5likes
17Comments
27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...
lana.graham
Iress Contributor
4 days ago Place AMA
advice production
xplan
775Views
3likes
40Comments
🤓 Xplan Hint: Don’t get caught with your pants down with IressID
Did you know that IressID is coming? You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user. IressID is a centralised iden...
kenny.foo
Iress Contributor
5 days ago Place Discussions
technology
xplan
52Views
2likes
2Comments
Task Hub - Search functionality
Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...
Resolved
sally.warncken
Active Interactor
13 days ago Place Discussions
practice management
43Views
2likes
4Comments
🤓 Xplan Hint: Auto reassign tasks
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes...
courtney.youngblutt
Iress Contributor
14 days ago Place Discussions
xplan
43Views
3likes
1Comment
13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!
Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's pot...
jason.zhang
Iress Team
14 days ago Place AMA
advice execution
investments
xplan
470Views
6likes
17Comments
Xport docnote Xmerge attachment Template Name
Is it possible to include a XMERGE docnote attachment Template Name in an Xport?
dianne.preece.0
Network Navigator
2 months ago Place Discussions
xplan
74Views
1like
7Comments
WealthSolver Balances/Aggregation
katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...
Resolved
dianne.preece.0
Network Navigator
2 months ago Place Discussions
advice execution
48Views
1like
2Comments
The Latent Potential Within Your Planning Business
It was a crisp January morning when Alan, the owner of Horizon Financial Planning, sat in his office, pondering the future of his practice. The past year had been gruelling. Growth had stalled, staff...
marklewin1
Virtual Explorer
2 months ago Place Discussions
practice management
43Views
4likes
1Comment

Themes

practice management91

clients83

xplan78

technology57

policy46

compliance31

advice production29

client engagement28

investments25

people18

succession17

advice servicing17

customer experience16

marketing16

research13

advice execution12

automation11

case study10

workflow10

qar10