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Advisely

Recent Posts

Insurance Datafeeds
Is anyone using insurance datafeeds in XPlan? Do they work well? I know in the past they've had some issues.
Ausiex Datafeeds
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…
Is there a bulk way to remove account numbers 'Portfolio Account Name' from data feeds - into IPS
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…

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