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🚨 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.ng14 days agoIress Team27Views0likes0Comments🤓 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.youngblutt17 days agoXplan Expert11Views0likes0Comments🤓 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.026 days agoXplan Expert32Views1like0CommentsShare 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.ng28 days agoIress Team44Views2likes0Comments🤓 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.youngblutt28 days agoXplan Expert26Views1like0Comments🤓 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.youngblutt2 months agoXplan Expert62Views1like0CommentsWhy 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 ...tonybeaven2 months agoNetwork Navigator18Views0likes0Comments
