Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 7 days ago145 Posts663 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 12 days ago25 Posts681 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 7 days ago145 Posts663 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 12 days ago25 Posts681 unread
📌 Pinned ThreadsWelcome 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...
💬 Forum threadsMost 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...🤓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...4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything! Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your ...17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything! If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...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...
Themesxplan91practice management43investments8insurance6technology25clients18advice servicing13client engagement27advice production17super2advice execution5compliance13general5marketing3succession6off-topic1policy11social & random1case study2
