Most RecentMost ViewedMost LikesHow to build a better client review process Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency Kickstart 2025 with some Xplan housekeeping Sounds exciting, doesn't it? But success in 2025 is directly related to the quality of your data. All your Xplan automation questions, answered We recently hosted an AMA on all things Xplan automation. What did we learn? How automating the client review process can save you time We cover the types of tasks that can be automated – and what’s best done the traditional way. All your advice workflows in one simple interface: meet the new Task Hub Meet the new Task Hub. How to supercharge efficiency with Workflows Deliver a a seamless client experience with automated Workflows. The modern Prometheus Could AI be a “co-pilot” for today’s financial adviser, or is it more of a black box? Shape the future of financial advice in Australia Contribute to a landmark piece of industry research
