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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...
sally.warncken
Visiting Enthusiast
2 minutes ago Place Discussions
practice management
8Views
1like
1Comment
🤓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
10 minutes ago Place Discussions
xplan
3Views
2likes
0Comments
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
3 hours ago Place AMA
xplan
9Views
1like
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
3 hours ago Place AMA
advice execution
investments
xplan
439Views
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
Virtual Explorer
22 days ago Place Discussions
xplan
72Views
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
Virtual Explorer
26 days ago Place Discussions
advice execution
43Views
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
28 days ago Place Discussions
practice management
42Views
3likes
1Comment
How well do your clients sleep at night?
The more you look at studies on what makes happy retirees, the more obvious it becomes that your retiree clients don’t care about asset allocation; they care about knowing they can keep a roof over t...
ben.marshan
Advisely Partner
2 months ago Place Discussions
client engagement
48Views
4likes
1Comment
12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit...
courtney.youngblutt
Iress Contributor
2 months ago Place AMA
xplan
833Views
5likes
64Comments
Updating Wealthsolver / IPS with current AA and fees
Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...
bridget.poolman
Social Sightseer
2 months ago Place Discussions
xplan
66Views
1like
2Comments

Themes

practice management91

clients80

xplan75

technology56

policy46

compliance31

advice production28

client engagement28

investments25

people18

succession17

advice servicing17

customer experience16

marketing16

research13

advice execution12

automation11

case study10

workflow10

qar10