📌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...
Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag🤓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🤓 Xplan Hint: Email Signatures That Stick! Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...Why is Fund & Insurance Research still so manual?😤 Efficiency isn’t optional anymore so why are we still doing this the hard way?! If you’re still using manual forms while juggling calls with Fund Managers and Insurance Companies like me, we are l...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
Search by themexplanpractice managementclient engagementtechnologyclientscomplianceadvice productionadvice servicingpolicygeneralsuccessionadvice executionmarketinginsuranceinvestmentscase studysocial & randomoff-topicsuperresearch
