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Adding or Deleting Review Responsibility in bulk (Xplan)
Good morning, Just wondering whether there is a way to add or remove a Review Responsibility in bulk. I’m aware that we can use the Modify All function on a saved search list; however, the only option available appears to be Change Review Responsibility, which reassigns the responsibility to another user. What I’m hoping…
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Why new processes fail and what to do about it
Most advice firms don't suffer from a lack of good ideas. Many firms invest in new technology, redesign workflows and they implement compliance improvements. Firms document processes and communicate them to staff. Yet months later, many leaders find themselves asking the same question: "Why isn't anyone following the new…
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CoPilot and xPlan
Anyone using CoPilot (web chat) inside xPlan that has any quick wins or what you use it for? This would be within Client Focus, not xTools or Portfolio. We have just received access to CoPilot and keen to see if we can use it inside xPlan. Thanks
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The Secret is Out: The Official Client List
For years, many financial planning businesses have been operating with a hidden weakness. It is not always obvious from the outside. The advisers may be capable. The clients may be loyal. Revenue may be recurring. The team may be busy. The CRM may even look full and active. But underneath, one basic question often remains…