Blog Post

Xplan Hub
1 MIN READ

Advice toolkit hacks

Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
2 years ago

Practices tell us that advice generation is the number 1 process that slows them down. Advice Toolkit solves that - Xplan’s fully supported out-of-the-box kit for financial advice firms. Work smarter with automation and workflows built on best practices.

Updated 2 years ago
Version 16.0
advice toolkit
investments
technology
No CommentsBe the first to comment
Related Content

Client portal hacks

Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client...
Advisely-Team
2 years ago
516Views
4likes
11Comments