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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?
Our industry is in a state of flux, and unless we focus on engaging as a community, a lot of people are going to be very isolated – personally and professionally.
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At last, Reinvented Super & Pension Modelling in Xtools+ has arrived!
Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release f...lana.graham2 hours agoIress Contributor29Views1like1Comment17th 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.foo3 hours agoIress Contributor123Views4likes5CommentsBest 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.02 days agoNetwork Navigator16Views2likes1CommentSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young4 days agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt5 days agoIress Contributor15Views1like1Comment🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...andrew.wilson.05 days agoIress Contributor34Views2likes2CommentsRisk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...mymy.nguyen57 days agoNetwork Navigator22Views1like1CommentThread 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...Resolvedmichelle.tarr9 days agoNetwork Navigator25Views2likes2Comments
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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.
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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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Our industry is in a state of flux, and unless we focus on engaging as a community, a lot of people are going to be very isolated – personally and professionally.
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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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