xplan
60 TopicsAMA: 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.graham930Views10likes36CommentsAMA: 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 thediscussion forums and make sure you tag me at courtney.youngblutt .Solved924Views10likes50CommentsAMA: 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 .741Views12likes21Comments
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 thediscussion forums and make sure you tag me at marc.fraser-jones712Views9likes29CommentsAMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes 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 zita.white709Views4likes27CommentsAMA: 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 thediscussion forums.569Views7likes24Comments
