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...Why 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...🤓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...🚨 Last chance: Have your say (and win a $1,000 Visa gift card!) We’re wrapping up the Adviser Technology Survey, and your input could make all the difference. Tell us how you’re really using tech in your advice business: what’s working, what’s not - and help sh...🤓 Xplan Hint: Editing existing insurances inside Risk Researcher Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you a...🤓 Xplan Hint: Visualising Aged Care Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care po...
Themesxplan110technology24research1practice management42advice servicing12advice execution6general6clients16compliance13client engagement26investments8insurance6super2advice production16marketing3succession6off-topic1policy10social & random1case study2
