📌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:TagClient reviews G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...Client portal What is the most user friendly client portal? How to code birthday greetings in XPLAN Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their b...ResolvedHow do we challenge ourselves? We’re a group of 3 practices operating under a single license, all are XPlan based. We would consider ourselves ‘pretty good’ users of XPlan. How do we learn what we don’t know? Challenge ourselve...speech to text - Xplan integration Hi there I am new here and work as Xplan site admin so asking on behalf of an adviser. Has anyone used any speech to text tool or software which has worked successfully with XPlan (NZ) especially...Tracking Client Progress How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...What steps have you and your team taken to address cybersecurity risk? Recent CoreData research suggests advice practices could lose at least 13% of business in the aftermath of a cybersecurity incident. In light of this alarming figure, I want to know what steps have y...
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