laura.capozzi
Iress Contributor
2 months ago🤓 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...
luke.watson3
Advisely Contributor
2 months agoLoving 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.nguyen52 days agoNetwork Navigator11Views1like1CommentThread 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.tarr4 days agoNetwork Navigator22Views2likes2CommentsThe 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 ...marklewin16 days agoValued Supporter43Views5likes1Comment🤓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.youngblutt6 days agoIress Contributor48Views1like1Comment