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Let Scheduler do the heavy lifting for you
Whether they’re Cases or standalone Threads, using Workflows can be a powerful tool in Xplan to help increase efficiency and productivity in your day-to-day business activities. But what if we could make it even more powerful by using Workflows in conjunction with other functionalities of Xplan? Onto the stage steps…
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My garden and Xplan datafeeds: it's all about the weeding
I am wondering if your garden looks like mine in this cold Melbourne July. Three months ago, it was spic and span; weeded and beautiful. It was a little early to plant the bulbs I’d dutifully purchased. And then the first few weeds showed up, and I thought, “I’ll get to you a little later.” Then I went away for a few…
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Time for a data deep clean
In the second part of this series, we looked at dirty data and what you can do to mitigate it. But what if you’re not starting from the ground up? What if your practice has been running for some years with no real data governance, and now it feels like your data is too far gone – too dirty – to do anything about…
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How dirty is your data?
Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame – this feeling that you’ve been procrastinating, and that thing which you’ve been knowingly neglecting is festering into a bigger problem by the minute? If so, you probably haven’t been paying much attention to your data, how it’s…
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What's the difference between AI and automation?
In today’s fast-paced digital world, there’s a lot of talk about AI and automation – often in the same breath. However, while they share common goals of improving efficiency and reducing manual effort, AI and automation are not the same thing. Understanding the distinction is crucial, particularly in financial services,…
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Get all your data ducks in a row – before it’s too late
I started in the financial services industry before paperless was a thing. As we began (manually) transposing paper records into databases, the importance of getting it right was drummed into us. We knew that if these shiny new systems (think Xplan circa 2001) were going to really add efficiencies to our day, we needed to…
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Download now: Your guide to Workflows in Xplan
In any advice practice, time spent on admin is time not spent with clients. That’s where Xplan workflows come in – helping you automate repeatable tasks, streamline your processes and keep everything moving without manual follow-up. This best-practice guide covers practical ways to get more out of workflows in Xplan, from…
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Your Portfolio questions, answered
Marc Fraser-Jones and I recently jumped onto Advisely to answer all your questions about managing client portfolios effectively in Xplan. Here are some of your best questions that came out of this AMA: Q: Has there been any code made available to allow for portfolio reports to include SMA Instrument (or similar fields)…
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Unlock efficiency with Xplan Cases and Benchmarks
Ever feel like tracking all the moving parts of a client engagement is like herding cats? From initial fact-finds to final advice delivery, there are countless steps and documents. If you're looking for a more structured and efficient way to manage your client work, it's time to dive deeper into Xplan's powerful "Cases"…
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Are you getting the most out of Opportunities?
If you’re already using Opportunities in Xplan to track where your clients are in the advice process, congrats – you’re ahead of the curve! (If not, then you should definitely look into it, starting with this learning module.) But if you’re only using it to track stages, then here are some criminally underused features…
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Automating workflows? Let me count the ways
Automation is one of Xplan workflows’ (i.e. tasks, threads, and cases) most useful features when it comes to running an efficient practice. You can kick off a new client workflow when you’re creating an Opportunity for a prospect, or have a review process start automatically when a client review is created. There’s more…
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All your workflow design questions, answered
I recently jumped onto Advisely to answer all your questions about optimising your processes with Workflows in Xplan. Here are five of your best questions that came out of this AMA: Q: Threads are awesome but they can get quite complex with many different pathways. What is the best way/best program to use to make a visual…
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Your guide to modelling in Xplan
As we all know, though, understanding client circumstances and modelling options can take up a significant amount of time and resources. And this is where quality, up-to-date modelling tools and calculators can make the biggest difference. Throughout this guide, we’ll explore how the Xplan advice toolset facilitates…
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Your Xplan OFA questions, answered
I recently jumped onto Advisely to answer all your questions about managing the new Ongoing Fee Arrangement requirements in Xplan. Here are some of your best questions that came out of this AMA: Q: Would love to hear any tips around implementing the new OSA's but also around automating our OSA/review process as much as…
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Retirement modelling tips and tricks
Over the past few weeks, our in-house Xplan experts have shared valuable insights into Xplan’s modelling tools – Xtools, Xtools+ and Visualise – focusing on retirement scenarios. Now it's time to take a look at some tips and tricks to help you make the most of these tools. Don't forget about Xtools Whilst Xtools+ can be a…
