courtney.youngblutt
Xplan Expert
6 months agoI know that the rollout of IressID internally has certainly made it quicker and easier for me to access all the sites I need to. Hoping it also makes a noticeable difference for clients too!
Welcome to the Advisely forums!
This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.
Here are some tips when posting in the forums:
- Be respectful and courteous to fellow members
- If a reply helped you, mark it as a solution so other users can find it easily
- Take a moment to read through our Community Guidelines
- For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
- Keep an eye out for our 'Ask me anything (AMA)' threads ā these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
- Donāt be shy! You donāt need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
- Introduce yourself and meet other members here!
Weāre glad youāre here ā see you around! š
Recent Discussions
Review Dates/Frequency - assigning in bulk?
Hi there! I hope this is ok to post here! We are looking at automating our review process further and wanted to know if there is a way to bulk add review dates & frequency to selected clients in th...fiona.matthews.07 days agoNetwork Navigator48Views2likes2Commentsš¤Xplan Hint: Whatās that? Thereās predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...courtney.youngblutt10 days agoXplan Expert36Views1like1Comment𤩠Health Premium Loadings modelling in Xplan made easier
As part of our commitment to making Xplan more cohesive, we're enhancing the modelling of insurance policies that include health premium loadings. āļø What did we hear from you? While Client Focus...jamie.ramsay10 days agoXplan Product85Views2likes1Commentš The Xplan Workflow Starter Kit is here + upcoming webinar š
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workf...courtney.youngblutt12 days agoXplan Expert72Views3likes1Comment
Related Content
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...