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🤓 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.youngblutt3 days agoXplan Expert3Views0likes0Comments🤓 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.012 days agoXplan Expert28Views1like0CommentsShare 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.ng14 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.youngblutt14 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.youngblutt20 days agoXplan Expert42Views1like0CommentsWhy 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 ...tonybeaven28 days agoNetwork Navigator17Views0likes0Comments🤓 Xplan Hint: Auto update fields against both the client and the partner record
Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the “Is joint? = Yes” field When creating a thread or...courtney.youngblutt2 months agoXplan Expert25Views1like0Comments🤓 Xplan Hint: Use task outcomes to automatically update fields
Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply comp...courtney.youngblutt2 months agoXplan Expert27Views0likes0Comments
