kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
5 months ago

17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!

If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...
practice management
xplan
kellie.ryan's avatar
kellie.ryan
Network Navigator
5 months ago

Hi Kenny, same as Kerri, we would also like to learn more on how to search for clients by platform and then by account type (super, pension, investment) ie. search for all clients with a Macquarie Super account, or all Panorama Pension clients. Understanding this process better will help us improve our efficiency and ensure we are providing the best service to our clients. Any tips, best practices, or detailed steps would be greatly appreciated. Thanks

kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
5 months ago

Hi kellie.ryan​ ,

My response to Kerri above should cover your question. Let me know if I’ve missed anything!

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Looking forward to all your amazing questions and let the asking begin!

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