dianne.preece.0
5 months agoValued Supporter
Secure messaging between Xplan users
I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was avai...
courtney.youngblutt
Iress Contributor
5 months agoHow does Iress capture your product feedback? And where does it go?
Iress revamped it's feedback process to enhance how customer feedback is captured, distributed, synthesised and tracked.
Check out this podcast where kerry.ong explained the feedback process in a little more detail
Your feedback certainly isn't going unnoticed, so keep it coming!
Episode available here:
rainier.reyes
Advisely Team
5 months agoThanks for sharing courtney.youngblutt – the podcast is an absolute 'must-listen'! 🎧
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 Contributor7Views1like0CommentsThe 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 ...marklewin16 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 Interactor60Views1like2CommentsThe 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 Supporter50Views3likes2Comments