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Xplan Hub
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Let Scheduler do the heavy lifting for you

laura.capozzi's avatar
laura.capozzi
Icon for Iress Contributor rankIress Contributor
4 days ago
Whether they’re Cases or standalone Threads, using Workflows can be a powerful tool in Xplan to help increase efficiency and productivity in your day-to-day business activities.  But what if we cou...
Updated 4 days ago
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workflow
laura.capozzi's avatar
Icon for Iress Contributor rankIress Contributor
I have been working in the Financial Services industry for over 24 years in various roles including paraplanning and advice, compliance, Xplan administration, and financial planning business and systems consulting. I believe that a good practice should have an efficient technological solution implemented, that is not only easy to use but meets the needs of the business as well as their clients.
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  • felicity.eardley's avatar
    felicity.eardley
    Active Interactor
    3 days ago

    The Fee Renewals, not like it's important or anything. 

    I can't even get a decent reason for why the xpt_delegate_opt_in field is not able to be added to the query for filtering on.

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