I'm Fraser Jack, Advisely cyber risk expert

Is it possible to extract a report of all users and their AutoSet user options?

Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, p...

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 ...