Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 6 hours ago154 Posts684 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 – if it's about advice, this is the place for you. Create a post. Latest Activity: 6 hours ago154 Posts684 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 2 months ago26 Posts702 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:TagAdding 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...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 ...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...🤓 Xplan Hint: Auto update fields against both the client and the partner record Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the “Is joint? = Yes” field When creating a thread or...🤓Xplan Hint: Saving time with bulk client actions Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this h...🤓 Xplan Hint: Use task outcomes to automatically update fields Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply comp...
Themesclients19compliance14client engagement28xplan98practice management43investments8insurance6technology25advice servicing13advice production17super2advice execution5general5marketing3succession6off-topic1policy11social & random1case study2
