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If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
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The 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 ...marklewin14 hours agoValued Supporter39Views5likes1Comment🤓Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...courtney.youngblutt4 hours agoIress Contributor38Views1like1CommentThread 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...michelle.tarr4 hours agoNetwork Navigator9Views1like1Comment9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...sarah.jacobs12 days agoIress Contributor881Views5likes30CommentsWant to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...lachlan.fuller15 days agoIress Contributor120Views6likes5Comments🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt22 days agoIress Contributor29Views2likes0Comments
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There's a lot that goes into building an advice business that the client never sees. We do.Recent insights
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If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
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If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
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Even if it was only meant to target a narrow cohort, Div 296 has exposed a much broader cross-section of Australians. And advisers will now have to navigate it.
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Need a referral system that actually brings in new clients? This guide shows you how to build it.
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