Discussions Connect, debate, talk shop – if it's about advice, this is the place for you. Create a post. Latest Activity: 13 days ago170 Posts738 unreadAMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 11 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: 13 days ago170 Posts738 unread
AMA Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question. Latest Activity: 11 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: Tracking Super Contributions Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance ea...SMS Capability - How to? HI, We'd love to engage SMS capability for our clients (mostly for us to send rather than receive) is this relatively simple to set up? A point in the right direction would be great. Thanks in a...ResolvedWhy is Fund & Insurance Research still so manual?😤 Efficiency isn’t optional anymore so why are we still doing this the hard way?! If you’re still using manual forms while juggling calls with Fund Managers and Insurance Companies like me, we are l...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: 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...🤓Xplan Hint: Link to another Xplan page Did you know you can add hyperlinks to another page in Xplan? This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to th...
Themesxplan110technology24research1practice management42advice servicing12advice execution6general6clients16compliance13client engagement26investments8insurance6super2advice production16marketing3succession6off-topic1policy10social & random1case study2
