Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 8 days ago171 Posts743 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 12 months ago27 Posts723 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 8 days ago171 Posts743 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 12 months ago27 Posts723 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: Email Signatures That Stick! Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...Settings for client access to emails saved as Doc Notes Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...🤓Xplan Hint: Why not try a dynamic benchmark? Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk R...Customising Widgets Good morning all, Is there a way to update the column headers for a Task Widget? Can we simplify and remove some of the default fields showing? Thank you, Margaux 🤓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...🤓 Xplan Hint: Policy Search Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...
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