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Risk 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.nguyen510 hours agoNetwork Navigator11Views1like1CommentThread 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...michelle.tarr3 days agoNetwork Navigator22Views2likes2CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin16 days agoValued Supporter43Views5likes1Comment🤓Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...courtney.youngblutt6 days agoIress Contributor46Views1like1Comment9th 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.jacobs17 days agoIress Contributor883Views5likes30CommentsWant to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...lachlan.fuller20 days agoIress Contributor121Views6likes5Comments
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There's a lot that goes into building an advice business that the client never sees. We do.Recent insights
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4 MIN READ
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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Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
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3 MIN READ
If you can't measure it, you can't manage it – and you certainly can't improve it.
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3 MIN READ
If the first time your client hears about ongoing advice fees is at SOA delivery, it’s already too late.
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A recent statement from the CSLR has set off warning sirens throughout the advice profession – for good reason.
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