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Recent Discussions

How to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how t...
sarah.burke38
Virtual Explorer
13 hours ago
practice management
xplan
21Views
1like
3Comments
Poll: Are you in a position to take on more clients?
Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand. I am int...
primrose.foster
Advisely Team
5 days ago
clients
53Views
3likes
5Comments
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 ...
deladz
Advisely Board
7 days ago
advice production
Insurance
investments
super
technology
809Views
10likes
29Comments
Tracking Client Progress
How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...
martin.joughin
Visiting Enthusiast
8 days ago
advice servicing
client engagement
investments
176Views
5likes
11Comments
AMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!
Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of exp...
katrina.yung
Iress Team
8 days ago
xplan
87Views
3likes
2Comments
AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 1...
laura.capozzi
Iress Contributor
8 days ago
advice servicing
xplan
384Views
4likes
24Comments
Adjusting tax withheld in Xtools+
Hi there, Could anyone advise whether it is possible to adjust the 'tax withheld' for future financial years in an Xtools+ scenario? In our current scenario, the prospective client has additional...
nathan.greenaway
Social Sightseer
11 days ago
64Views
2likes
5Comments
AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...
rob.borthwick
Iress Team
13 days ago
advice production
xplan
412Views
3likes
35Comments

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