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Recent DiscussionsTagged:TagAdvice Compliance What is the Advice Compliance "hub"? Why would I use it and when? We're signing off for the year—what are you excited about in 2025? Hi everyone, Rainier here. Wow, what a year! I don't know about you, but I'm excited to be spending the next few days recharging and connecting with family and friends this holiday season. 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...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...
Themespractice management87clients79xplan58technology53policy39compliance31advice production28client engagement26investments24succession16
