Download now: Your guide to Workflows in Xplan

In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in – helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up.

This best-practice guide covers practical ways to get more out of workflows in Xplan, from kicking off tasks via Opportunities and Reviews to using the Task Hub, Scheduler and Benchmarks to improve visibility, consistency and efficiency.

Become a member to download.