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Advisely Team

10 months ago

POLL: Advisers, what do you wear to client meetings?

I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion...

client engagement

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Advisely Board

9 months ago

mat.tenison3 I do think Corporate Casual is the way to go!!

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
2 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
5 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

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