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Best 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.02 days agoNetwork Navigator5Views0likes0Comments17th 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.foo2 days agoIress Contributor57Views4likes2CommentsSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young3 days agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt3 days agoIress Contributor7Views1like1Comment🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...andrew.wilson.03 days agoIress Contributor27Views2likes2CommentsRisk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...mymy.nguyen55 days agoNetwork Navigator19Views1like1CommentThread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...Resolvedmichelle.tarr7 days agoNetwork Navigator25Views2likes2CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin110 days agoValued Supporter47Views5likes1Comment
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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.
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4 MIN READ
Our industry is in a state of flux, and unless we focus on engaging as a community, a lot of people are going to be very isolated – personally and professionally.
107Views
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If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
117Views
2likes
0Comments
Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
450Views
1like
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3 MIN READ
If you can't measure it, you can't manage it – and you certainly can't improve it.
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3 MIN READ
If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
727Views
3likes
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