Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 14 hours ago147 Posts665 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 13 hours ago26 Posts691 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 14 hours ago147 Posts665 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 13 hours ago26 Posts691 unread
📌 Pinned ThreadsWelcome to the Advisely community! Welcome to the Advisely Community! Here, financial advice professionals like you from all walks of life come together to share their knowledge, discuss ideas, trade answers to questions, and talk a...Start here: Let's introduce ourselves! Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...
💬 Forum threadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything! Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. Th...😮 Health Premium Loadings modelling in Xplan made easier - Part 2 As part of our commitment to making Xplan more cohesive, we have continued enhancing the modelling of insurance policies that include health premium loadings. These changes will be available in the...Best practice for linking Entities in Xplan Hi there 👋 I’m seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. It’s been a while since I’ve needed to do this, so I want to make ...🤓 Xplan Hint: Compare Xtools+ Scenarios Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different op...🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now? Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything! Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your ...
Themesxplan94practice management43investments8insurance6technology25clients18advice servicing13client engagement27advice production17super2advice execution5compliance13general5marketing3succession6off-topic1policy11social & random1case study2
