We're signing off for the year—what are you excited about in 2025?

Hi everyone, Rainier here. Wow, what a year! I don't know about you, but I'm excited to be spending the next few days recharging and connecting with family and friends this holiday season. In ...

social & random

primrose.foster

Advisely Team

5 months ago

What a year it has been! I am looking forward to relaxing and spending time with family in Lennox Head over the break. And when it comes to 2025 I can't wait to continue to support and learn from our amazing Advisely community, with lots of new and exciting things in the works 👏.

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 ...
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courtney.youngblutt
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🤓Xplan Hint: Speed up with Xtools+ scenario templates
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🤓 Xplan Hint: Shortcut your favourite menu items
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What is your #1 efficiency tip for this year?

Are you streamlining client comms? Automating documentation? Updating your compliance process? Whether you are in the midst of planning, or are already in BAU - what is your number one efficiency tip...

primrose.foster Discussions

Kickstart 2025 with some Xplan housekeeping

Sounds exciting, doesn't it? But success in 2025 is directly related to the quality of your data.

courtney.youngblutt Xplan Hub

We're signing off for the year—what are you excited about in 2025?

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

What is your #1 efficiency tip for this year?

Kickstart 2025 with some Xplan housekeeping