Hi everyone! 👋
I'm Rainier, your Community Manager here on Advisely, based out of Sydney.
I've been around financial advice for a couple of years now – with my first foray into this world working with the Financial Advice Association Australia (FAAA). I got to do so many exciting things for this awesome profession – from producing CPD webinar programs, and coordinating major events like the Roadshow and Congress, to running a scholarship program to bring more women into the profession! I'm also a proud client of a financial adviser 🙌
My fun fact is that I'm a proud father to my cat, Simon 🐱
Welcome to the Advisely forums!
This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.
Here are some tips when posting in the forums:
- Be respectful and courteous to fellow members
- If a reply helped you, mark it as a solution so other users can find it easily
- Take a moment to read through our Community Guidelines
- For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
- Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
- Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
- Introduce yourself and meet other members here!
We’re glad you’re here – see you around! 😁
Recent Discussions
Review Dates/Frequency - assigning in bulk?
Hi there! I hope this is ok to post here! We are looking at automating our review process further and wanted to know if there is a way to bulk add review dates & frequency to selected clients in th...fiona.matthews.046 minutes agoNetwork Navigator1View0likes0Comments🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...courtney.youngblutt3 hours agoIress Contributor6Views0likes0Comments🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workf...courtney.youngblutt3 days agoIress Contributor46Views3likes1CommentXPLAN Adviser AutoSet Extracts
Is it possible to extract a report of all users and their AutoSet user options?dianne.preece.03 days agoValued Supporter23Views1like2Comments