Why I love XPLAN tasks
There is no secret I love XPLAN. Ask anyone in our office or any clients we work with and they will tell you that I am a big fan of XPLAN & in particular XPLAN tasks. My love for tasks has grown so much in the past year that now I can't get enough of them. Here is a list of the top 10 things I love about XPLAN tasks.4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!
Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your questions and ideas. To get you started, you might want to ask about: The kinds of business insights you’d find most valuable to see at a glance Insights already available (CRM, Docnotes) What’s on the roadmap (Workflows, Portfolios, CommPay) How reporting could be simplified or improved in practice Drop your questions below — whether it’s something specific you’d like answered, or feedback on what would make reporting better for your business. I’ll be here live on Thursday, 4 September at 3 pm AEST to respond. Looking forward to the conversation! 🚨 Update: This AMA has now ended, but please continue to pop your questions in the discussion forums and make sure you tag me dexter.manuel 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model. Whether you're just starting out, like Kylie, or growing your business, it can be easy to overlook the capabilities of the tech you already have. If you’ve got a bold vision like Kylie and you’re building out your advice processes, trying to scale efficiently, or just need Xplan to do more of the heavy lifting, this AMA is your chance to ask. For example: How do I track which referrers bring in my best clients? What’s the best way to ensure my file notes meet compliance obligations in Xplan? How can I track my marketing efforts? Can I invoice my clients from Xplan? How can I utilise Visualise in the onboarding process When should I introduce the Client Portal into my fact-find process Join me here on Thursday 31st July from 3pm to 4pm AEST. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help! Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.AI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihood that Xplan would consider adding an AI recording feature in Xplan in the file note section that transcribes and summarises file notes We constantly talk about efficiencies and how to add value and improve the adviser experience, and I have found this to be one of the best additions I have made to our business.
