Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 hours ago171 Posts740 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 11 months ago27 Posts723 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 2 hours ago171 Posts740 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 11 months ago27 Posts723 unread
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💬 Forum threadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag🤓Xplan Hint: Why not try a dynamic benchmark? Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk R...Customising Widgets Good morning all, Is there a way to update the column headers for a Task Widget? Can we simplify and remove some of the default fields showing? Thank you, Margaux 🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...🤓 Xplan Hint: Policy Search Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...🤓 Xplan Hint: Tracking Super Contributions Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance ea...SMS Capability - How to? HI, We'd love to engage SMS capability for our clients (mostly for us to send rather than receive) is this relatively simple to set up? A point in the right direction would be great. Thanks in a...Resolved
Themesxplan111technology24research1practice management42advice servicing12advice execution6general6clients16compliance13client engagement26investments8insurance6super2advice production16marketing3succession6off-topic1policy10social & random1case study2
