Upcoming AMAs
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...sarah.jacobsIress Contributor
All your Xplan questions, answered
We recently hosted an AMA on all things Visualise and Client Portal. What did we learn?
We recently hosted an AMA on all things tasks. What did we learn?
We recently hosted an AMA on Xplan Risk Researcher. What did we learn?
Past AMA threads
27th 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...lana.graham
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...jason.zhang12th 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...courtney.youngblutt30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all y...Phil.AndersonAdvisely Partner
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