Start here: Let's introduce ourselves!

Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then c...

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courtney.youngblutt

Iress Contributor

4 months ago

Wow! Awesome. I can only imagine the changes you've seen in the industry over that time!

ian.rogers

Valued Supporter

4 months ago

There's been a couple 🙂

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
8Views
2likes
1Comment
🤓 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
3 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

It all starts with the Advisely Index

"The Index was a fantastic tool for us to gauge where we sit and had an instant impact" – Matt Coman, Twomeys principal.

Advisely-Team Welcome

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...

Cass Discussions

Start here: Let's introduce ourselves!

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

It all starts with the Advisely Index

How do we challenge ourselves?