Upcoming AMAs
All your Xplan questions, answered
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan.
We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
I recently jumped onto Advisely to answer all your questions about optimising your processes with Workflows in Xplan.
Past AMA threads
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 ...dexter.manuelXplan Product
14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have que...leah.saundersXplan Expert
31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s...courtney.youngblutt
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