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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...lachlan.fuller5 days agoIress Contributor441Views3likes26CommentsPension phase modelling in Xtools+
Does anyone have any tips or tricks for calculating the capital required to meet a required income during retirement (incl. Age Pension entitlements) or alternatively, determining a safe withdrawal r...nathan.greenaway13 days agoVirtual Explorer67Views2likes3CommentsAMA: 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.lamb13 days agoAdvisely Partner448Views5likes15CommentsStatement of Advice for Multiple names
Hi Team, Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...margaux.bugante14 days agoExploring Newcomer74Views3likes7CommentsHuman behaviours in the digital world should reflect what we do physically in the analog world.
What I mean by that is in a physical sense, we would all bend over backwards to help our clients and keep them safe, but so often, those behaviours are not reflected in the digital world of protectin...Fraser.Jack23 days agoAdvisely Partner42Views2likes4CommentsAMA: 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...894Views10likes50Comments