Hi, Is there any report that I can generate that shows me the history of financial advisers who were atributed to that client. When one of the financial advisers left we changed it to the new adviser. Is there anyway we can track the changes made?
Hi Team, We do bulk imports (override and append) for clients on a daily basis, but has never tried it for maintaining User data. And since I was tasked to update a field (Region Manager Name) for all users, I think doing a bulk override would be the most practical way. But I can't seem to figure out the correct field key…
Hi Team, I am getting the run around in relation to Ausiex datafeeds. They have confirmed Xplan does have the feed for their products but are unsure what the Vendor name is in Xplan so that I can set up the datafeeds. Can anyone please confirm for me if Xplan can receive datafeeds from Ausiex and if so what is the Vendor…
Due to Cyber Security policies I am looking for a bulk way to remove account numbers that are populated in 'Portfolio Account Name' from datafeeds which feeds into IPS portfolio and subsequently into portfolio reports. As I cant have account numbers go to clients in emails unless documents are password protected with…
Overview User feedback highlighted that you wanted a streamlined way for WealthSolver to replicate an asset mix from one plan to another. This insight guided the creation of a new solution to improve workflow efficiency, and also enabled the ability to waive transaction costs. What’s New? The Add Investments screen has…
I cannot find a code to pull in details of previous addresses into a Fact Find
The first thing you should know about Advisely's expedition to Perth's FAAA Congress is that we had a sexy elevator. It wasn't sexy at first. When it shuddered to life, you’d hear a mechanical scream. But once you reached your hotel floor, a beautiful – barely intelligible, but beautiful – voice emerged from the din.…
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk Researcher scenario when you are providing advice on a Family Trusts investments only? You should try Dynamic Benchmarks!…
I broke up with Xplan. I was done. Too many things needed to change in the relationship, and there was too little time for those changes to happen. But then, after a period of seeing other software, we got back together. Watch the video below to find out how the love affair was rekindled.…
Catch up on Advisely’s latest CPD webinar, diving into the three core pillars of profit: client engagement, business planning and staff management. Join our panel of experts – Kerry Ong, Rod Bertino, Simon Clifford and Jeff Thurecht – as they discuss each pillar and share practical steps for boosting profitability in your…
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