jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
10 months ago

AMA: 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...
advice servicing
technology
xplan
ashleigh.butcher's avatar
ashleigh.butcher
Curious Observer
10 months ago

When will the XPLAN client portal have the functionality to send a review fact find to clients prior to the review meeting to allow clients to provide agenda items and updated financial information?  The new client fact find works well for us to share data securely and updates xplan fields automatically, however, we are after a review fact find that would streamline our review process. 

  • jessica.lamb's avatar
    jessica.lamb
    Icon for Advisely Partner rankAdvisely Partner
    10 months ago

    What a good question to kick off todays AMA.

    I have some great news – the functionality to send a review fact find to clients prior to the review meeting is due to be released in early 2025! This information comes directly from lachlan.fuller, Client Portal Product Manager.

    This feature is certainly one that advisers will be excited about, and we expect it to be a key milestone. Be sure to keep an eye on Advisely, where there will likely be discussions on the practical implications and how it can streamline the review process. Like you, we are eagerly anticipating this enhancement. Roll on 2025!

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