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Kylie Springall is venturing out on her own to deliver retirement advice to everyday Australians. How is she going to do it?
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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.youngblutt13 hours agoIress Contributor86Views2likes3Comments🤓 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.youngblutt2 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.foo3 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.010 days agoValued Supporter73Views3likes7Comments17th 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.foo13 days agoIress Contributor328Views4likes19Comments
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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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Kylie Springall is venturing out on her own to deliver retirement advice to everyday Australians. How is she going to do it?
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