Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs your eye to what's most important to you in your role. How? Select preferences from below your name; Navigate to General; Select from the options available in the “Start Page After Login” drop down menu...you’re all done. As easy as that. But, check your site and capabilities, because some sites might restrict what you can do and see. Now when you login to your Xplan site, you will be automatically taken to the page you use the most. You can read more about other ways to customise your preferences here: Micro Learn - User Preferences.

Thanks for sharing laura.capozzi! Always a good feeling to be able to choose where you land 🛬

Thanks for sharing all your tips Courtney. This is exactly what XPLAN users/Advisers need that has been missing. I’m a big fan of XPLAN, but it took a lot of time learning its ability before I got there. Keep sharing away!

laura.capozzi

Xplan Expert

7 months ago

🤓Xplan Hint: Set your landing page

Did you know you can set your own landing page in Xplan?

Why?

Save time by being automatically directed to the page that you use the most, everyday.
Using a landing page automatically directs your eye to what's most important to you in your role.

How?

Select preferences from below your name;
Navigate to General;
Select from the options available in the “Start Page After Login” drop down menu...you’re all done.

As easy as that. But, check your site and capabilities, because some sites might restrict what you can do and see.

Now when you login to your Xplan site, you will be automatically taken to the page you use the most.

You can read more about other ways to customise your preferences here: Micro Learn - User Preferences.

xplan

2 Replies

rainier.reyes
Advisely Team
7 months ago
Thanks for sharing laura.capozzi! Always a good feeling to be able to choose where you land 🛬
luke.watson3
Advisely Contributor
7 months ago
Thanks for sharing all your tips Courtney. This is exactly what XPLAN users/Advisers need that has been missing. I’m a big fan of XPLAN, but it took a lot of time learning its ability before I got there. Keep sharing away!

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 – 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.
Don’t be shy! You don’t 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!