What'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...

general

marketing

practice management

Darren.Smith

Advisely Board

2 months ago

jenny.brown thanks for sharing and it is no surprise why you have a great business and team

Recent Discussions

Task Hub - Search functionality
Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...
sally.warncken
Visiting Enthusiast
5 days ago
practice management
38Views
2likes
4Comments
🤓 Xplan Hint: Auto reassign tasks
Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes...
courtney.youngblutt
Iress Contributor
6 days ago
xplan
40Views
3likes
1Comment
Xport docnote Xmerge attachment Template Name
Is it possible to include a XMERGE docnote attachment Template Name in an Xport?
dianne.preece.0
Virtual Explorer
27 days ago
xplan
72Views
1like
7Comments
WealthSolver Balances/Aggregation
katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...
dianne.preece.0
Virtual Explorer
31 days ago
advice execution
44Views
1like
2Comments

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?

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 ...

rainier.reyes Discussions

What's your focus for 2025?

Task Hub - Search functionality

🤓 Xplan Hint: Auto reassign tasks

Xport docnote Xmerge attachment Template Name

WealthSolver Balances/Aggregation

Kickstart 2025 with some Xplan housekeeping

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