📌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:TagReview Dates/Frequency - assigning in bulk? Hi there! I hope this is ok to post here! We are looking at automating our review process further and wanted to know if there is a way to bulk add review dates & frequency to selected clients in th...🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now? Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...🤩 Health Premium Loadings modelling in Xplan made easier As part of our commitment to making Xplan more cohesive, we're enhancing the modelling of insurance policies that include health premium loadings. ⚙️ What did we hear from you? While Client Focus...🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉 Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workf...XPLAN Adviser AutoSet Extracts Is it possible to extract a report of all users and their AutoSet user options? ResolvedBest Practice for Managing User Groups Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...🤓Xplan Hint: Validate data with Regex Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for ...
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