Welcome to the Advisely community!

Welcome to the Advisely Community!

Here, financial advice professionals like you from all walks of life come together to share their knowledge, discuss ideas, trade answers to questions, and talk all things growth and efficiency.

Get Started

To help you get familiarised with the different boards and navigate around, we've written this 'Getting Started' guide, check it out!

The people behind the Community

If you're curious about who might be posting in the Community, look no further:

Community Managers, Moderators, and Advisely Staff
- You can distinguish them by the Advisely logo next to their username and the rank title they have. Find out who they are here.
Advisely Contributors
- Our expert partners and adviser board contributors are responsible for delivering all the great stuff you read and watch here. Find out who they are here.
Iress Team
- The Iress team are also very active in the community and are here to provide support and listen to feedback on all things Xplan.
Advisely Community Members
- That's you!

What’s great is everyone helps everyone else, regardless of rank, knowledge, or experience. After all, that’s what a good community is all about.

Here's some tips when posting in the forums:

Always be respectful and polite to other users
If a reply helped you, consider marking it as a solution so other users can find it more easily
It's good to familiarise yourself with our Community Guidelines
If you have any support issues with Xplan, it's always good to raise a ticket in Iress Connect first. In the meantime, you can search the discussions for users posting about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything' threads – these are live discussion events where you have direct access to pose your questions to industry and Xplan experts during a set period of time. Find out when the next one is here.
Don't be shy to contribute! Many people have questions about best practices in advice or Xplan. Remember, you don't need to be an expert to answer some of these questions!
You can introduce yourself and meet other Community users here!