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Xplan Hub
4 MIN READ

Kickstart 2025 with some Xplan housekeeping

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
8 months ago
Sounds exciting, doesn’t it?  At the recent FAAA Congress in Brisbane, generative AI and data analytics were on everyone’s minds. I’d expect to see things like “increase automation,” “implement AI”...
Updated 8 months ago
Version 2.0
automation
xplan
luke.watson3's avatar
luke.watson3
Icon for Advisely Contributor rankAdvisely Contributor
7 months ago

One of the best tools to use is the bulk update option. I did a big clean up last year and updated/categorised clients correctly into the most appropriate service packages, updated the staff listed for each client to have the correct admin, secondary adviser, paraplanner and adviser listed. Such an underrated tool, and may well be blocked on some users accounts by licensees??! 

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