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Top content

Googled and ghosted
What happens when your online world doesn't do you justice?
lisa.greensill Growth
235Views
4likes
2Comments

Advisely users gear up for growth in 2025
Indicative results from the Advisely Growth Survey suggest the vast majority of Advisely users are preparing to take on new clients in 2025 – with over 70% targeting double digits.
Advisely-Team Growth
165Views
1like
1Comment

Your guide to modelling in Xplan
Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling.
Advisely-Team Xplan Hub
265Views
0likes
0Comments

Do you trust me?
What does it mean to be a trusted adviser?
luke.watson3 Industry
269Views
3likes
0Comments

Join the conversation

🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...
andrew.wilson
Iress Contributor
2 days ago Place Discussions
xplan
36Views
3likes
3Comments
🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...
courtney.youngblutt
Iress Contributor
2 days ago Place Discussions
xplan
18Views
0likes
0Comments
Ability to make API calls using a Planner Central license
Hello All, I am currently working on a small internal improvement project with a paraplanning company accessing Xplan using a Planner Central license. We are contemplating making API calls to Xpl...
michael.jacquin
Valued Supporter
6 days ago Place Discussions
xplan
84Views
2likes
8Comments
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
sarah.jacobs
Iress Contributor
7 days ago Place AMA
advice production
658Views
4likes
18Comments
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
10 days ago Place AMA
advice production
xplan
859Views
3likes
43Comments
🤓Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs...
laura.capozzi
Iress Contributor
13 days ago Place Discussions
xplan
84Views
4likes
2Comments
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
14 days ago Place AMA
advice servicing
technology
xplan
605Views
5likes
22Comments
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
Valued Supporter
17 days ago Place Discussions
xplan
25Views
1like
2Comments
🤓 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
22 days ago Place Discussions
technology
xplan
117Views
3likes
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
29 days ago Place Discussions
practice management
58Views
2likes
4Comments

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9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!

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