Tagged:TagMost RecentPension phase modelling in Xtools+SolvedAMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!Statement of Advice for Multiple namesAMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!Expected Revenue TrackingAdjusting tax withheld in Xtools+Human behaviours in the digital world should reflect what we do physically in the analog world.AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!SolvedAre all the advisers in your practice on the same page?Sticky NotesSolved
Iress Contributor
Iress Contributor
