Benchmarking Survey

Hi! Completed the survey today after gathering data across my 3 entities, submitted and got no result. Asked to sign in again and it wants me to complete again... any assistance appreciated?

rainier.reyes
12 months ago
Thanks for clearing your cache amanda.cassar and glad to have this sorted. Apologies again for the inconvenience.

rainier.reyes

Advisely Team

12 months ago

Thanks for letting me know amanda.cassar - I've DM'd you.

rainier.reyes

Advisely Team

12 months ago

Thanks for clearing your cache amanda.cassar and glad to have this sorted. Apologies again for the inconvenience.

Recent Discussions

Xmerge coding query
Might be one for you courtney.youngblutt. Can you adapt this code to display the previous month? <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...
luke.watson3
Advisely Contributor
5 hours ago
xplan
13Views
2likes
2Comments
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...
courtney.youngblutt
Iress Contributor
8 hours ago
xplan
13Views
2likes
2Comments
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...
andrew.wilson
Iress Contributor
16 days ago
xplan
84Views
4likes
3Comments
🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...
courtney.youngblutt
Iress Contributor
16 days ago
xplan
45Views
2likes
0Comments

Growth Survey Competition Terms & Conditions

General 1. Iress Limited ABN 47 060 313 359 (“Iress”) will conduct a prize competition (“the Competition”) through Iress’ online Advisley platform (“Advisley”) according to these terms and conditio...

Advisely-Team Welcome

Xplan Case Benchmarks - Outcome of task

Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...

edward.wilmoth Discussions

Benchmarking Survey

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

Growth Survey Competition Terms & Conditions

Xplan Case Benchmarks - Outcome of task