matthew.kitchen
2 years agoCurious Observer
Advisely App
Thank you for creating this platform I am interested in keeping up to date with new efficiencies that are available within the advice space. Question, will this forum be made available via an App? I ...
- 2 years ago
Welcome to Advisely, matthew.kitchen – so glad you could join us on the quest to level up efficiency in advice!
There isn't a mobile app available (yet) but Advisely is mobile-optimised so you can connect on the go by logging in via the browser on your phone.
Hope this helps!
rainier.reyes
Advisely Team
2 years agoWelcome to Advisely, matthew.kitchen – so glad you could join us on the quest to level up efficiency in advice!
There isn't a mobile app available (yet) but Advisely is mobile-optimised so you can connect on the go by logging in via the browser on your phone.
Hope this helps!
Recent Discussions
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 ...marklewin12 days agoValued Supporter40Views5likes1Comment🤓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.youngblutt2 days agoIress Contributor39Views1like1CommentThread 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.tarr2 days agoNetwork Navigator10Views1like1Comment