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🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...
andrew.wilson
Iress Contributor
15 hours ago Place Discussions
xplan
11Views
1like
1Comment
Ability to make API calls using a Planner Central license
Hello All, I am currently working on a small internal improvement project with a paraplanning company accessing Xplan using a Planner Central license. We are contemplating making API calls to Xpl...
michael.jacquin
Valued Supporter
2 days ago Place Discussions
xplan
84Views
2likes
8Comments
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
sarah.jacobs
Iress Contributor
3 days ago Place AMA
advice production
647Views
4likes
18Comments
27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...
lana.graham
Iress Contributor
6 days ago Place AMA
advice production
xplan
850Views
3likes
43Comments
🤓Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs...
laura.capozzi
Iress Contributor
10 days ago Place Discussions
xplan
82Views
4likes
2Comments
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.lamb
Advisely Partner
10 days ago Place AMA
advice servicing
technology
xplan
602Views
5likes
22Comments
Xplan Client Access Temp Passwords
Is there an underlying Client Access password default expiry timeframe even if not added in Settings? We have a number of clients unable to access getting the message "incorrect username or password"...
dianne.preece.0
Valued Supporter
13 days ago Place Discussions
xplan
24Views
1like
2Comments
🤓 Xplan Hint: Don’t get caught with your pants down with IressID
Did you know that IressID is coming? You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user. IressID is a centralised iden...
kenny.foo
Iress Contributor
18 days ago Place Discussions
technology
xplan
113Views
3likes
2Comments
Task Hub - Search functionality
Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...
Resolved
sally.warncken
Active Interactor
25 days ago Place Discussions
practice management
57Views
2likes
4Comments
🤓 Xplan Hint: Auto reassign tasks
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes...
courtney.youngblutt
Iress Contributor
26 days ago Place Discussions
xplan
67Views
3likes
1Comment

Themes

practice management91

clients84

xplan82

technology57

policy46

compliance31

advice production30

client engagement28

investments25

people18

advice servicing18

succession17

marketing17

customer experience16

research13

advice execution12

automation11

workflow11

case study10

qar10