Discussions Connect, debate, talk shop ā if it's about advice, this is the place for you. Create a post. Latest Activity: 4 days ago156 Posts686 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 months ago26 Posts702 unread
Discussions Connect, debate, talk shop ā if it's about advice, this is the place for you. Create a post. Latest Activity: 4 days ago156 Posts686 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 months ago26 Posts702 unread
š 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! š Let's play a fun game and get to know each other better! š¹ļø The rules are simple: Find the latest comment and hit Reply, then c...
š¬ Forum threadsMost RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tagš¤ Xplan Hint: Client Portal Config at your fingertips Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update...š¤ Xplan Hint: Resize multi-fields Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string f...Adding attachment icon to Client Portal Messages Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly i...Lifestyle Assets in Client Portal Fact Find Hi Team, We've just moved from a 3rd party platform that we used for capturing online fact finds, over to the integrated client portal fact find in Xplan. What we're saddened to see is that current...Why Financial Advice Accountability Legislation Needs to Change Now After my article in the IFA on CSLR and the accountability gap we currently see in Australian financial advice, I have had a number of people ask what specific legislation needs to change to tighten ...Things to consider when creating individual vs company Professional Advisers in Xplan Hi everyone š Iām looking for best practices and things to consider when creating Professional Advisers in Xplan. The purpose is purely to link them to clients as authorised third parties, and to ...
Themesxplan100clients19compliance14client engagement28practice management43investments8insurance6technology25advice servicing13advice production17super2advice execution5general5marketing3succession6off-topic1policy11social & random1case study2
