📌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😮 Health Premium Loadings modelling in Xplan made easier - Part 2 As part of our commitment to making Xplan more cohesive, we have continued enhancing the modelling of insurance policies that include health premium loadings. These changes will be available in the...Best practice for linking Entities in Xplan Hi there 👋 I’m seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. It’s been a while since I’ve needed to do this, so I want to make ...🤓Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word? Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ ta...🤓 Xplan Hint: When you just want to see the document before completing the wizard in full. Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to en...🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...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...Are all the advisers in your practice on the same page? Have you tuned in to episode 4 of the Advisely Growth Masterclass series? If not, I highly encourage you to check out the episode here. In the episode, the Twomeys leaders take some time out with r...
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