lachlan.fuller
Iress Contributor
Iress ContributorAMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!
Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal?
Join me here on Wednesday 4th December from 3pm to 4pm.
With years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help or hear your feedback.
❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at lachlan.fuller
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- rainier.reyes
Advisely Team
Welcome everyone to an Advisely Ask Me Anything (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. Lachlan will be here to answer whatever Xplan Visualise and Client Portal 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. Don't forger to refresh the page to see new responses.
- Enjoy the experience: Use this opportunity to gain insights, share ideas, and connect. 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.
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