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Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag🤓 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...The Meeting System Myth: Why Structure Beats Style Every Time A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...Form type Checklist in Notes for ongoing use? Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...The Offshoring Blind Spot: How Poor Systems Cripple Profitability Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...🤓Xplan Hint: When your file notes need a new home Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicke...🤓Xplan Hint: Controlling the name of your xmerge outputs Did you know you can control the filename of your xmerge outputs? Are you all too familiar with opening attachment after attachment with the default ‘reportout-5583-4567’ generic filename when try...Want to know exactly what your client has updated in their digital fact find? Now you can! Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...
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