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The real fear before Daniel Mulino's appearance at Congress wasn't that policy would change – it's that nothing would change at all.
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🤓Xplan Hint: Why not try a dynamic benchmark?
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk R...laura.capozzi6 days agoXplan Expert14Views0likes1Comment🤓 Xplan Hint: Tracking Super Contributions
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance ea...andrew.wilson.015 days agoXplan Expert53Views1like0CommentsWhy is Fund & Insurance Research still so manual?😤
Efficiency isn’t optional anymore so why are we still doing this the hard way?! If you’re still using manual forms while juggling calls with Fund Managers and Insurance Companies like me, we are l...michelle.butler.021 days agoActive Interactor57Views2likes0Comments🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...courtney.youngblutt2 months agoXplan Expert145Views3likes12CommentsThursday 13 November AMA: Kenny Foo, Xplan implementations expert, Ask Me Anything!
Want to know how the best structure their access levels? Or how often good site administrators review their assumption sets or update APLs? Or maybe there is a system setting you've never qui...hugh.odonnell2 months agoAdvisely Team220Views1like20Comments🚨 Last chance: Have your say (and win a $1,000 Visa gift card!)
We’re wrapping up the Adviser Technology Survey, and your input could make all the difference. Tell us how you’re really using tech in your advice business: what’s working, what’s not - and help sh...natalie.ng2 months agoIress Team33Views0likes0Comments🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you a...courtney.youngblutt2 months agoXplan Expert15Views0likes0Comments
