Ask an Expert: I helped an advice practice automate their client review in Xplan, ask me anything!
Have you tuned in to episode 3 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the third episode here. With new workflows in place, MatthewComan's next job is to put the client review process on autopilot and free up his team’s valuable time. In episode 3, I enlists Xplan’s powerful capabilities to help Twomeys become one of the 37% of advice businesses who have automated the client review process. This is a live thread to discuss all things relating to episode 3, so we would love to know: What did you think? What did you learn? Do you have any questions for me? Leave them down below and tag me jessica.lamb Can't wait to hear your thoughts!
Adjusting tax withheld in Xtools+
Hi there, Could anyone advise whether it is possible to adjust the 'tax withheld' for future financial years in an Xtools+ scenario? In our current scenario, the prospective client has additional tax withheld each year as a form of 'forced savings,' resulting in a tax refund. I would like to accurately reflect this in their current scenario illustrations Cheers NateAMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in particular, datafeeds, 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 thediscussion forums and make sure you tag me at rob.borthwickAMA: 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 thediscussion forums and make sure you tag me at dela.dzadey or lana.graham
How to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how this works it does not appear to do anything? Thanks in advance!AMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!
Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of experience helping advisers deliver retirement and investment advice efficiently, I’m here to help with all things WealthSolver. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in thediscussion forums and make sure you tag me at katrina.yungAMA: 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 thediscussion forums and make sure you tag me at laura.capozzi
