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🤓 Xplan Hint: Stop Scrolling and Master Your File Notes
How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes rela...andrew.wilson.09 days agoXplan Expert26Views1like0CommentsShare your perspective on Adviser technology and win $1,000
We’re running a short survey to understand how advisers use and experience technology in their day-to-day work. Your insights will help shape how we support you via the Advisely community, and thro...natalie.ng11 days agoIress Team37Views2likes0Comments🤓 Xplan Hint: Let your clients Visualise their future from the get-go
Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes? Instead of spending your first meeting...courtney.youngblutt11 days agoXplan Expert24Views1like0Comments🤓 Xplan Hint: Client Portal Config at your fingertips
Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update...courtney.youngblutt17 days agoXplan Expert42Views1like0CommentsAdding attachment icon to Client Portal Messages
Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly i...sharyn.evans824 days agoActive Interactor22Views0likes1CommentWhy Financial Advice Accountability Legislation Needs to Change Now
After my article in the IFA on CSLR and the accountability gap we currently see in Australian financial advice, I have had a number of people ask what specific legislation needs to change to tighten ...tonybeaven25 days agoNetwork Navigator17Views0likes0CommentsLifestyle Assets in Client Portal Fact Find
Hi Team, We've just moved from a 3rd party platform that we used for capturing online fact finds, over to the integrated client portal fact find in Xplan. What we're saddened to see is that current...sharyn.evans829 days agoActive Interactor40Views2likes3Comments
