Anonymous
9 months agoAMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm.
With years of experience helping advice professionals streamline risk advice i...
sandra.miller
9 months agoNetwork Navigator
Hi Brent, is there a way to sort and organise scenarios in Risk Researcher? It can get busy and it would be good to sort by year, etc. Thanks, Sandra
- Anonymous9 months ago
Hi sandra.miller ,
Risk Researcher scenarios are able to be sorted by Name, Created or Modified columns in ascending or descending order - by selecting the column header.
The default order is Modified in descending Date order.
Thanks
- sandra.miller9 months agoNetwork Navigator
Thanks Anonymous . I am more interested in creating folders, eg year of review superseded, star some scenarios, or categorise them. We are expected to have evidence of our research so this is why I am asking. Maybe this is more a development suggestion.
Welcome to this AMA thread!
Here's how to get involved:
- Submit your questions: Just 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.
- Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
- Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!
Looking forward to all your amazing questions and let the asking begin!
Ask the experts in our Ask-Me-Anything (AMA) threads. Submit a question.
Recent Discussions
27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...lana.graham5 days agoIress Contributor941Views3likes46Comments8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!
Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need! Have questions like these?: Where do I start with desi...kenny.foo5 days agoIress Contributor519Views4likes16Comments9th 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...sarah.jacobs17 days agoIress Contributor750Views4likes18CommentsAMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on T...jessica.lamb2 months agoAdvisely Partner635Views5likes22Comments