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Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.
When the first few weeds appeared in my garden, I figured I'd get to it later. Are your datafeeds similar?
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14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product lead, 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 Contributor17Views1like1Comment🤓 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.youngblutt3 days agoIress Contributor37Views3likes1Comment31st 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.youngblutt8 days agoIress Contributor270Views7likes21Comments🤓 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.youngblutt11 days agoIress Contributor29Views2likes0Comments🤓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.foo12 days agoIress Contributor68Views4likes1Comment
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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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Given the unprecedented pace of M&A activity in advice, it's worth balancing expectations with reality – especially where tech integrations are concerned.
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When the first few weeds appeared in my garden, I figured I'd get to it later. Are your datafeeds similar?
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Now that you've wrangled those dirty data monsters, let's talk about keeping your data sparkling.
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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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