Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 4 days ago126 Posts595 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 21 minutes ago22 Posts617 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 4 days ago126 Posts595 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 21 minutes ago22 Posts617 unread
📌 Pinned Threads17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything! If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...Welcome 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:Tag17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything! If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...Best Practice for Managing User Groups Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...🤓 Xplan Hint: H is for Help! Did you know you can get instant help in Xplan? Just highlight any text on screen, hold down the 'H' key, and be taken straight to the relevant help menu in Iress Community! Imagine you're navigati...At last, Reinvented Super & Pension Modelling in Xtools+ has arrived! Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release f...Settings for client access to emails saved as Doc Notes Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...🤓 Xplan Hint: Don’t let yourself be the last to know Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...
Themesxplan73advice production17super2practice management38insurance5advice execution5compliance13general5technology23clients17advice servicing12client engagement25investments6marketing3succession6off-topic1policy11social & random1case study2
