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Featured best-practice insights

Get all your data ducks in a row – before it’s too late

If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.

courtney.youngblutt

How dirty is your data?

Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame?

kenny.foo

Time for a data deep clean

What happens when your data is too far gone?

laura.capozzi

Your data glow-up: keeping it sparkling clean

Now that you've wrangled those dirty data monsters, let's talk about keeping your data sparkling.

andrew.wilson.0

Have an Xplan question?

Pose your question to the experts in an upcoming AMA, or to your peers in the discussions.

Featured Content

4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!
Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your ...
dexter.manuel
Xplan Product
xplan
16Views
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0Comments

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Discussions

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Member-exclusive resources

Download now: Your guide to Workflows in Xplan

Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.

Your guide to modelling in Xplan

Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling.

Free tool: 7 steps to automating your client review process

How many hours could you save by putting advice workflows on autopilot? Free member-exclusive resource.

Your 12-month Xplan development plan

Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build...

More content to browse

4 MIN READ

What does the future hold for reporting?

Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates. But what's next?

laura.capozzi

xplan

14Views

0likes

0Comments

4 MIN READ

Are you getting the most out of the Xplan Task Hub?

It's time to get your centralised workflow management tool working for you.

courtney.youngblutt

task hub

585Views

1like

7Comments

4 MIN READ

Your Xplan optimisation questions, answered

I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan.

sarah.jacobs

xplan

138Views

2likes

0Comments

2 MIN READ

Let Scheduler do the heavy lifting for you

Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.

laura.capozzi

workflow

493Views

4likes

11Comments

Featured best-practice insights

Get all your data ducks in a row – before it’s too late

How dirty is your data?

Time for a data deep clean

Your data glow-up: keeping it sparkling clean

Have an Xplan question?

Featured Content

4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!

Featured Places

Discussions

Member-exclusive resources

Download now: Your guide to Workflows in Xplan

Your guide to modelling in Xplan

Free tool: 7 steps to automating your client review process

Your 12-month Xplan development plan

More content to browse

What does the future hold for reporting?

Are you getting the most out of the Xplan Task Hub?

Your Xplan optimisation questions, answered

Let Scheduler do the heavy lifting for you

Watch the latest roadmap webinar

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