Darren.Smith
Advisely Board
6 months agoWhat's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone k...
rainier.reyes
Advisely Team
6 months agoSuch a great conversation starter Darren.
From our conversations with advisers at the FAAA Congress last year, a lot are trying to navigate regulatory challenges but also looking looking to capitalise on efficiency opportunities to serve even more clients.
Can't wait to hear what others in the community have to say!
Darren.Smith
Advisely Board
6 months agoIt will be interesting to see what different firms are prioritising
Recent Discussions
At last, Reinvented Super & Pension Modelling in Xtools+ has arrived!
Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release f...lana.graham11 hours agoIress Contributor16Views1like0CommentsBest Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...michelle.butler.020 hours agoNetwork Navigator14Views2likes1CommentSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young4 days agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt4 days agoIress Contributor14Views1like1Comment