Opt In and Reviews

How do you track FDS dates and reviews? How do you ensure that every client gets a review within their FDS period? We are using the FDS and review sections of Xplan. However, they two sections don't ...

rainier.reyes

Advisely Team

11 months ago

Great discussion starter martin.joughin - manual checking of who has received a review is the last you'd want to be doing. Keen to hear the community's thoughts.

Recent Discussions

🤓 Xplan Hint: Search smarter from the Xplan search bar
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courtney.youngblutt
Iress Contributor
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Filing emails in Xplan
I am having difficulty saving emails, both sent and received, to my clients files in Xplan. Something has changed my functionality in the last 6 weeks or more.
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technology
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Super and Pension renovations in Xtools+ are complete. Do you want to move in?
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LIF Review

Can we have an explanation as to what happened to the LIF review once it had been stripped from ASIC and folded into the QAR. The life insurance industry is certainly not getting any better and it wo...

Peter.Monnock Discussions

Client reviews

G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...

MandyP Discussions

Opt In and Reviews

🤓 Xplan Hint: Search smarter from the Xplan search bar

Filing emails in Xplan

Super and Pension renovations in Xtools+ are complete. Do you want to move in?

🤓 Xplan Hint: Shortcut your favourite menu items

LIF Review

Client reviews