Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 months ago89 Posts472 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 3 days ago19 Posts505 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 months ago89 Posts472 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 3 days ago19 Posts505 unread
Forum ThreadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything! Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...Task Hub - Search functionality Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...Solved🤓 Xplan Hint: Auto reassign tasks Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes...13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything! Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's pot...Xport docnote Xmerge attachment Template Name Is it possible to include a XMERGE docnote attachment Template Name in an Xport? WealthSolver Balances/Aggregation katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...SolvedThe Latent Potential Within Your Planning Business It was a crisp January morning when Alan, the owner of Horizon Financial Planning, sat in his office, pondering the future of his practice. The past year had been gruelling. Growth had stalled, staff...How well do your clients sleep at night? The more you look at studies on what makes happy retirees, the more obvious it becomes that your retiree clients don’t care about asset allocation; they care about knowing they can keep a roof over t...12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything! We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit...Updating Wealthsolver / IPS with current AA and fees Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...
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