-
Thursday 13 November AMA: Kenny Foo, Xplan implementations expert, Ask Me Anything!
Want to know how the best structure their access levels? Or how often good site administrators review their assumption sets or update APLs? Or maybe there is a system setting you've never quite worked out. This is your chance to ask the questions that matter to you most. If it’s to do with running your practice, there’s a…
-
18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone ? I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. That’s why I'll be live here in the Advisely AMA forum to answer your best practice questions, hear your feedback and clear up any curly…
-
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…
-
4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!
Hi everyone ? I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your questions and ideas. To get you started, you might want to ask about: The kinds of business insights you’d find most valuable to…
-
14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have questions on: What is the most efficient way to stay on top of datafeeds? How to set up alerts before issues snowball? Plans for how…
-
12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new…
-
31st July AMA: I'm Courtney Youngblutt, Xplan expert, Ask Me Anything!
We all know efficient processes and smart tech use are non-negotiables for scaling your business and serving more Australians. In Episode 2 of the Advisely Masterclass, I worked with Retire Aware’s Kylie Springall to lay the tech foundations for a high-volume advice model. Whether you're just starting out, like Kylie, or…
-
17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices when it comes to Xplan? For example, are you segmenting clients properly? Are file notes orderly and retrievable? Do you have…
-
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimise your advice document templates? Need help with structuring workflows for ongoing advice and reviews? Looking for advice on…
-
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…
-
8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!
Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need! Have questions like these?: Where do I start with designing my review workflow in Xplan? Could workflow automation help me keep track of compliance obligations? How can I use Cases to…
-
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…
-
30th Jan AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!
Where is the DBFO reform process at right now? What's the latest on the CSLR, and how much could it cost in 2025/26? Are there upcoming regulatory changes that could impact my business? Have all your questions and more answered in my upcoming Ask-Me-Anything session. Join me here on Thursday 30 January 2025 from 2pm to 3pm…
-
AMA: 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…
-
AMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!
Have you fully automated your end-of-year in Xplan? Are your Case Workflows and use of Task Hub up to scratch for next year? Join me here on Wednesday 18 December from 3pm to 4pm AEDT to have all your burning questions answered. With over 20 years of experience helping financial advice practices deliver better client…
-
AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!
Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years of experience helping financial advice practices deliver better client experiences with Xplan, I’m here to help or hear your…
-
AMA: 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…