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I've known practices that could tell you their revenue figures down to a cent but have no idea if they could afford to grow. What's holding them back?
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31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s...courtney.youngblutt25 minutes agoIress Contributor110Views2likes6Comments🤓 Xplan Hint: When you just want to see the document before completing the wizard in full.
Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to en...courtney.youngblutt3 days agoIress Contributor21Views2likes0Comments🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, ...kenny.foo4 days agoIress Contributor36Views4likes1CommentClient Portal for accountants\referral partners
Hi lachlan.fuller, we're wanting to expand on our use of the Xplan client portal and open it up to accountants\referral partners so we can securely share client information with them. Recent discuss...sharyn.evans87 days agoActive Interactor37Views1like2CommentsBest Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...michelle.butler.011 days agoValued Supporter78Views3likes7Comments17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...kenny.foo14 days agoIress Contributor329Views4likes19Comments
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We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians.
In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s...
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