Cass's avatar
Cass
Virtual Explorer
2 years ago

How do we challenge ourselves?

We’re a group of 3 practices operating under a single license, all are XPlan based.  We would consider ourselves ‘pretty good’ users of XPlan.  How do we learn what we don’t know?  Challenge ourselve...
xplan
deborah.kent's avatar
deborah.kent
Icon for Advisely Board rankAdvisely Board
2 years ago

Hi Cass welcome to Advisely we are with a licensee for our xplan and have been using it for many years now, xplan is a portal that has many facets to it and can do so much, I do agree with previous comments that you really need to define what it is you want from Xplan to service your clients and create efficiencies.  In the past 12 months we have been able to uncover aspects of xplan we didn't know about, we have now implemented them which has been great for our business.  This forum is great to learn from some of our expert Advisers and also Xplan support on tips and what is available, we have also been undertaking a tech audit to ensure that all the technology we pay for we are actually using you would be surprised what you pay for and don't use!! 

Cass's avatar
Cass
Virtual Explorer
2 years ago

Hi Deb - yes we also did a full tech audit last year prior to a cyber upgrade.  Managed to identify some $ savings and it was a great opportunity to deep dive into how/why we were using certain modules and functionality based on advice processes. When you say you uncovered aspects of xplan you didn't know about, how did you uncover them?  

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!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content

Re: Let's talk file notes.

We have also used this method of recording the audio of the meeting, then having the audio transcribed in Microsoft Word, then adding that transcription to Co-pilot with either a prompt supplied by o...
taryn.eastonDiscussions