27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!
Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what's being developed in your favourite modelling tools? For example, curious about what we've recently released? Or what about what we're currently working on and developing? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me here on Thursday 27 March from 3pm to 4pm. Having worked with hundreds of advice practices, I know the ins and outs of your favourite modelling tool and what you need out of it, so 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.
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.
AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!
Advisers and paraplanners, are you providing the best possible experience during the client review? And how could you be using Xplan to be making the process even more efficiency? Join me here on Thursday 13th November from 3pm to 4pm to find out! Whether it’s about maintaining client data integrity, automating workflows and client comms, 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 in the discussion forums and make sure you tag me at jessica.lamb
