Dennis101's avatar
Dennis101
Curious Observer
2 years ago

Hello Jessica, what do you think in the number one under utilized XPLAN feature?

jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
2 years ago

Thanks for being the first to ask a Question Dennis101. This is a great 1st up question as I get to share an area of XPLAN that some people may not know about. I am going to pick an area that has been in XPLAN since pretty much the start of it’s life, however, whenever I demo this feature few people are aware of its existence – and get excited about its potential. And the feature is:

File Note Associations!!!

Did you know that you can link a file not to an Annuity, Asset, Insurance, Liability, Pension or Superfund Product.

The reason you would like your file notes to a product is to provide focused file note views at the product level.

Here is a little video I created showing the power of this feature and how simple it is to use:

 

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