Blog Post


Welcome to Advisely

Advisely-Team's avatar
Icon for Advisely Team rankAdvisely Team
9 months ago

The editorial and discussion platform where you can supercharge the efficiency of your advice process.

Welcome to Advisely!

If you haven't already, please complete your user profile and the Advisely Index – from there, we'll be able to connect you with insights and experts relevant to your particular circumstances. 

If you have any burning questions or want to get to know your industry peers a little better, you can start a discussion here.

Advisely is a free and open community for everyone working in financial advice. It's designed to help financial planners, paraplanners and practice managers level up their efficiency with:

  • The Advisely Index tool to help you understand how you stack up against your peers on key industry benchmarks
  • Expert partners providing best-practice insights on efficiency hacks and tips – and answering your burning questions
  • Conversations with peers on how they’ve dealt with similar challenges
  • Xplan hacks to help transform the value you get from Iress’ software

We can't wait to see how you change the advice conversation.

Updated 3 months ago
Version 17.0
No CommentsBe the first to comment
Related Content
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 ...
8 months ago