Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 3 days ago124 Posts587 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 4 days ago22 Posts601 unread
Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 3 days ago124 Posts587 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 4 days ago22 Posts601 unread
📌 Pinned Threads17th 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...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...
💬 Forum threadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagBest Practice for Managing User Groups Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...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...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: Don’t let yourself be the last to know Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...🤓Xplan Hint: Supercharge your Searches with Syntax Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...Risk 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 ...
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