Iress Contributor12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
Iress Contributor📚Thanks so much everyone for all of your questions - even the tricky ones! I hope I was able to provide some insight with my answers but if you are still unsure don't hesitate to tag me so I can clarify.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
Good data is definitely the foundations of being able to leverage key insights and put your business at the forefront of being able to adopt new technologies whether it be AI or BI or API!
Some of the key topics discussed today included:
- Merging Duplicate clients
- Merging document notes
- Task Management - Workflow Groups
- Task Reporting
- Widgets
- Advanced Search Criteria
- Scheduler
- Managing Ongoing fee arrangements in Xplan
- Xmerge Syntax - Advice Fee Consent
- Getting Started with Xplan Client Portal
- Streamlining data entry with client facing Fact finds
Plus lots more - I encourage you to have a read below and see what takeaways are relevant for you and the way you do business!
Remember - garbage in, garbage out! Get your data ducks in a row and see where it takes you. 🦆
🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
