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Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagXplan Email - Sensitivity Labels for Data Protection Hi Team, just wondering if there is a way to add sensitivity labels to emails we send out via Xplan? Thanks. Xplan Case Benchmarks - Outcome of task Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...The Shine of AI Blinds Many Planners The hype around artificial intelligence is louder than a footy crowd at State of Origin. Advisers see demos of Copilot writing recommendations in seconds and start thinking “problem solved.” Yet, jus...🤓Xplan Hint: Model changing investment profiles in CALM Did you know you can model changing investment profiles in Xtools+ using Life Stages? As clients move through different phases of life, their risk tolerance and investment needs shift. That’s where...🤓 Xplan Hint: Search smarter from the Xplan search bar Did you know you can search notes, workflow, policies, assets & portfolios straight from the Xplan search bar? Need to find something quickly? Look no further than the top right-hand corner of Xpla...Filing emails in Xplan I am having difficulty saving emails, both sent and received, to my clients files in Xplan. Something has changed my functionality in the last 6 weeks or more. Super and Pension renovations in Xtools+ are complete. Do you want to move in? Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025 We've transformed the way you model super and pensions in Xtools+, and it's all based o...
