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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 ...rainier.reyes11 days agoAdvisely Team19Views2likes2CommentsAMA: 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...andrew.wilson13 days agoIress Contributor383Views6likes15CommentsAMA: 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...lachlan.fuller19 days agoIress Contributor486Views3likes27CommentsPension 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...nathan.greenaway2 months agoVirtual Explorer73Views2likes3CommentsAMA: 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.lamb2 months agoAdvisely Partner458Views5likes15CommentsStatement 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...margaux.bugante2 months agoExploring Newcomer78Views3likes7Comments