kenny.foo
Iress Contributor
14 days ago🤓Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities?
We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicke...
rainier.reyes
Advisely Team
11 days agoYou're saying there's a quicker way to move file notes than the trust ctrl+c & ctrl+v? 😲
Awesome little tidbit kenny.foo​ !
Recent Discussions
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt4 days agoIress Contributor8Views1like0CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin17 days agoValued Supporter17Views3likes0CommentsForm type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...sarah.burke387 days agoActive Interactor62Views1like2CommentsThe Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...marklewin17 days agoValued Supporter51Views3likes2Comments