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Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process.
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Want 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...81Views6likes4Comments🤓 Xplan Hint: Workflow groups - assign tasks to a group of people rather than an individual
Did you know you can create a workflow group to assign tasks to as part of a case or thread template? Ever needed to assign a task to a paraplanning work group or a client services team, rather tha...50Views3likes1Comment
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Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.
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Contrary to many advisers’ expectations, PYs may actually free up your time – and teach you a lot in the process.
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In the financial planning world, success isn’t about working with just anyone.
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If you've ever spent any time awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process.
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The back office is essential to the client experience – but us advisers don’t always make it easy for them.
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Ever feel like tracking all the moving parts of a client engagement is like herding cats?
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Here are some criminally-underused features which may help you get the most out of Opportunities.
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Once the sole domain of institutions and the ultra-wealthy, private markets are now getting attention from everyday advisers. Do the benefits outweigh the risks?
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