sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
5 months ago

9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!

With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
advice production
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
5 months ago

Welcome everyone to this AMA thread!

Please ensure you read the instructions on the right-hand side of this page. 

Submit your Xplan questions, queries and feedback now by hitting the 'Reply' button on the post above and sarah.jacobs will answer them via text during the scheduled time.

Not sure what to ask? I highly recommend checking out some of our blogs in the Xplan Hub for some refreshers.

If you have any issues, please don't hesitate to send me a message.

Looking forward to seeing all your questions!

Welcome to an AMA thread!

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  1. Submit your questions: Type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
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Looking forward to all your amazing questions and let the asking begin!

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