Best Practice for Managing User Groups

Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...

xplan

rainier.reyes

Advisely Team

4 months ago

Great topic, michelle.butler.0 🙌 – I imagine it’s something a lot of practices quietly wrestle with, especially when one misstep could risk a data breach.

Would love to hear how others are approaching it!

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