Recent Discussions
AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on T...jessica.lamb3 hours agoAdvisely Partner
AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...courtney.youngblutt7 days agoIress Contributor
Ask an Expert: We helped an advice practice map out their entire review process, ask us anything!
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. To achieve the efficiencies and scale needed t...Tangelo17 days agoAMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...rob.borthwick30 days agoIress Team
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