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How well do your clients sleep at night?
The more you look at studies on what makes happy retirees, the more obvious it becomes that your retiree clients don’t care about asset allocation; they care about knowing they can keep a roof over t...ben.marshan3 days agoAdvisely Partner18Views3likes1CommentUpdating Wealthsolver / IPS with current AA and fees
Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...bridget.poolman5 days agoSocial Sightseer43Views1like2CommentsAI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...luke.watson319 days agoAdvisely Contributor159Views6likes9CommentsXplan 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...edward.wilmoth24 days agoVisiting Enthusiast47Views3likes3Comments