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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: 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.024 days agoXplan Expert56Views1like0CommentsWhy 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.030 days agoActive Interactor60Views2likes0Comments🚨 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 Expert17Views0likes0Comments🤓 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.02 months agoXplan Expert35Views1like0CommentsShare 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.ng2 months agoIress Team48Views2likes0Comments🤓 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.youngblutt2 months agoXplan Expert31Views1like0Comments🤓 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.youngblutt3 months agoXplan Expert96Views1like0Comments
