Join Advisely Never miss a beat. Get insights from experts direct to your inbox, and transform your advice today.
Recent DiscussionsTagged:TagSecure messaging between Xplan users I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...Marketing - Email templates Hi, I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create ...What did the Government do to understand the cost of the CSLR The advice profession has every reason to be furious about the handling of the CSLR legislation. This article sets out one more reason why that is the case. The Government is required, when introdu...AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything! Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here onWednesday 18 December from 3pm to 4pm AEDT to have all y...AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything! Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...Advice Compliance What is the Advice Compliance "hub"? Why would I use it and when? We're signing off for the year—what are you excited about in 2025? Hi everyone, Rainier here. Wow, what a year! I don't know about you, but I'm excited to be spending the next few days recharging and connecting with family and friends this holiday season. In ...AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything! Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
Themespractice management87clients79xplan57technology53policy41compliance31advice production28client engagement27investments24succession16
