Hello - thank you for this session.
- Ditto re Client review process and asking clients to populate a pre-review questionnaire that enables some question customisation per client. We have started using My Prosperity as our secure portal - but the process for clients updating their data is clunky.
- I have read about auto cash management alerts - when cash balance is outside a target range. Would love more information on how to set this up
- AI and meeting minutes - I realise this may not be Xplan specific, I am still struggling to get this to work efficiently and would prefer not to be cutting & pasting from a transcript.
Thank you
Kate
Hi Kate, following on from my responses to Kerri, if Client Portal isn’t a good fit. Would a tailored Xmerge document work OR would a editable PDF saved to Notes work OR could you tailor the comms to give the client direction.
There are a few excellent articles in community on Alerts that have all the detail you need. Alerts Management and Example Alert Rules
AI is definitely front of mind. Our 2025 Roadmap has committed to introducing AI to reduce time spent writing filenotes and Live transcription. So, watch this space! In the meantime you may enjoy the recent a webinar on AI. Here’s the link
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