Xplan Hub | Advisely

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

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Featured Content

18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. Th...
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Member-exclusive resources

Download now: Your guide to data in Xplan

Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.

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.

Xplan Hints

Helping you know what you don’t know.

🤓 Xplan Hint: Compare Xtools+ Scenarios

Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function? When presenting financial strategies, viewing the potential outcomes of different op...

🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?

Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...