🤓 Xplan Hint: Client List - generating a report

Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into...

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luke.watson3

Advisely Contributor

2 months ago

Loving all the tips! thanks for sharing.

Recent Discussions

Risk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...
mymy.nguyen5
Network Navigator
2 days ago
insurance
xplan
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Thread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...
michelle.tarr
Network Navigator
4 days ago
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The Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...
marklewin1
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6 days ago
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44Views
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🤓Xplan Hint: Datafeed provider balances
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...
courtney.youngblutt
Iress Contributor
6 days ago
xplan
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Report available now: Need for speed

Find out the main drivers of practice profitability and client retention in this new report.

Advisely-Team Efficiency

Generals and majors

If Dixon's spectre still haunts the advice profession, maybe it's time for an exorcism.

alex.burke Industry

🤓 Xplan Hint: Client List - generating a report

Risk Researcher - How can I update the owner to super fund for super-owned cover?

Thread linking to incorrect opportunity when there are 2 active opportunities.

The Meeting System Myth: Why Structure Beats Style Every Time

🤓Xplan Hint: Datafeed provider balances

Report available now: Need for speed

Generals and majors