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Join the conversationMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything! Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's pot...WealthSolver Balances/Aggregation katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...ResolvedXport docnote Xmerge attachment Template Name Is it possible to include a XMERGE docnote attachment Template Name in an Xport? The Latent Potential Within Your Planning Business It was a crisp January morning when Alan, the owner of Horizon Financial Planning, sat in his office, pondering the future of his practice. The past year had been gruelling. Growth had stalled, staff...How well do your clients sleep at night? The more you look at studies on what makes happy retirees, the more obvious it becomes that your retiree clients don’t care about asset allocation; they care about knowing they can keep a roof over t...12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything! We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit...Updating Wealthsolver / IPS with current AA and fees Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...What's your focus for 2025? In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone k...AI File Note Summaries - Future Xplan Feature?? I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything! Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all y...
Themespractice management90clients80xplan72technology55policy45compliance31advice production28client engagement28investments25advice servicing17people17succession17marketing16customer experience16research12advice execution11automation11qar10workflow10case study10
