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Despite popular misconceptions, niching isn't actually about demographics or specific types of advice.
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14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have que...leah.saunders3 hours agoIress Contributor341Views6likes15Comments12th 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.youngblutt7 hours agoIress Contributor962Views5likes65Comments🤓Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word?
Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ ta...courtney.youngblutt8 hours agoIress Contributor16Views1like0CommentsBest 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.03 days agoValued Supporter106Views3likes9Comments🤓 Xplan Hint: Managed Field Content
Did you know we recently made some updates to how you administer Managed Field Content? Yep, you’ve been asking for a while and we have delivered - with the right capabilities, you can now delete m...courtney.youngblutt9 days agoIress Contributor52Views3likes1Comment31st 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.youngblutt15 days agoIress Contributor297Views7likes21Comments🤓 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.youngblutt17 days agoIress Contributor32Views2likes0Comments
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If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential.
But are you managing them efficiently?
For example, do you have que...
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