📌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:Tag🤓 Xplan Hint: Compare Xtools+ Scenarios Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different op...Xtools+ 'other linked super contributions' Hi everyone, Does anyone know how to delete or remove linked super contributions within Xtools+ > Individual > Cashflow > Income? I'm working on a scenario where super contributions are linked t...🤓Xplan Hint: L is for Learning Did you know that accessing the Iress Learning Centre is now as simple as finding Help in the Iress Community? Yep, you all loved H for Help so much that we went ahead and introduced L for Learning...🤩 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...Review 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...🎉 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...
Search by themexplanpractice managementclient engagementtechnologyclientscompliancepolicyadvice servicingadvice productionsuccessiongeneralmarketingadvice executioninsuranceinvestmentscase studysocial & randomoff-topicsuper
