What is limiting your efficiency?

It seems between compliance requirements, size of advice documents and the general administration practices need to keep up with, no one is feeling at the top of their game. I would love to hear what...

advice production

compliance

practice management

rainier.reyes

Advisely Team

2 years ago

Great question, dela.dzadey keen to hear all the efficiency struggles and successes from the community!

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AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...

courtney.youngblutt AMA

Your Xplan efficiency questions, answered

We recently hosted an AMA on all things Xplan efficiency. What did we learn?

andrew.wilson Xplan Hub

What is limiting your efficiency?

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Your Xplan efficiency questions, answered