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Recent DiscussionsTagged:TagAMA: 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...AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything! Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...Pension phase modelling in Xtools+ Does anyone have any tips or tricks for calculating the capital required to meet a required income during retirement (incl. Age Pension entitlements) or alternatively, determining a safe withdrawal r...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...Statement of Advice for Multiple names Hi Team, Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...Expected Revenue Tracking Hi Team Expected Revenue Tracking – Pipeline Tracking Our business is currently using spreadsheets to track the following: Adviser Meetings and Outcomes Client Meetings Adviser Meeting Ty...Adjusting tax withheld in Xtools+ Hi there, Could anyone advise whether it is possible to adjust the 'tax withheld' for future financial years in an Xtools+ scenario? In our current scenario, the prospective client has additional...Human behaviours in the digital world should reflect what we do physically in the analog world. What I mean by that is in a physical sense, we would all bend over backwards to help our clients and keep them safe, but so often, those behaviours are not reflected in the digital world of protectin...
Themespractice management87clients79xplan58technology53policy39compliance30advice production28client engagement26investments24succession16
