📌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:TagLet's talk file notes. Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil. I'd lov...Share your perspective on Adviser technology and win $1,000 We’re running a short survey to understand how advisers use and experience technology in their day-to-day work. Your insights will help shape how we support you via the Advisely community, and thro...🤓 Xplan Hint: Let your clients Visualise their future from the get-go Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes? Instead of spending your first meeting...🤓 Xplan Hint: Client Portal Config at your fingertips Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update...🤓 Xplan Hint: Resize multi-fields Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string f...Adding attachment icon to Client Portal Messages Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly i...Lifestyle Assets in Client Portal Fact Find Hi Team, We've just moved from a 3rd party platform that we used for capturing online fact finds, over to the integrated client portal fact find in Xplan. What we're saddened to see is that current...
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