📌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:TagRisk Researcher - How can I update the owner to super fund for super-owned cover? Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...Thread linking to incorrect opportunity when there are 2 active opportunities. Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...🤓Xplan Hint: Datafeed provider balances Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...Enhanced fact find I see the UK has a more modern and updated version of a fact find in Xplan. Alis this update coming to the Australian market??courtney.youngblutt (Your my go to!) 🤓 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 ...
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