Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...
Thank you for creating this platform I am interested in keeping up to date with new efficiencies that are available within the advice space. Question, will this forum be made available via an App? I ...
Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need!
Have questions like these?:
Where do I start with desi...