xplan
16 TopicsAMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at jessica.lamb .773Views12likes21CommentsAMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency gaps in advice production for advisers and paraplanners. lana.graham is the Xtools product manager and resident expert at Iress, and we’ll be hanging out here to answer any questions you have. In the meantime, you can start popping your questions below and Ask Us Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at dela.dzadey or lana.graham994Views10likes36CommentsAMA: 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. Experienced in all things Xplan, I’ve worked with hundreds of practices to improve processes and increase everyday efficiencies. If it’s repeatable, it likely can be automated in part or in full. I’m here to help! Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt .Resolved1KViews10likes50Comments
AMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their portfolio construction in Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at marc.fraser-jones763Views9likes29CommentsAMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions in the discussion forums.613Views7likes24CommentsAMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice in Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums.557Views6likes15Comments
13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!
Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's potential by posting a question below for me to help! For example, curious about how to integrate the new Recommendations screen into the wizard? Need help transitioning a practice to the new screen? Looking for tips on building corporate action templates for common events? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me and my fellow Portfolio expert and product manager marc.fraser-jones here on Thursday 13th March from 3pm to 4pm. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag us at jason.zhang and marc.fraser-jones 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.499Views6likes17CommentsAMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!
Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all your burning questions answered. With over 20 years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help. ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at andrew.wilson482Views6likes15CommentsAMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 15 years of experience designing solutions for advice businesses, I’m here to help with all things Xplan. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at laura.capozzi488Views5likes24Comments12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new Ongoing Fee Arrangements (OFAs)? Or maybe you have feedback or questions on what we rolled out in 2024? Join me here on Wednesday 12 February from 3pm to 4pm. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies in Xplan. 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! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.898Views5likes64Comments
