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We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
Here are some criminally-underused features which may help you get the most out of Opportunities.
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Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling.
How many hours could you save by putting advice workflows on autopilot? Free member-exclusive resource.
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.
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If you want a genuine competitive edge, accurate data isn’t just a nice-to-have; it’s non-negotiable.
Need help with automating processes and workflows in Xplan? This member-exclusive guide shows what best practice looks like.
Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.
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We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
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