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All your Task Hub questions, answered
Iress product manager Matthew Townsend recently jumped onto Advisely to answer all your burning task management questions. Here are four of the most interesting conversations that came out of his AMA: Q: I paid someone a couple of years ago to create our current threads in Xplan. They're great as they automatically open up…
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Help your clients Visualise their future
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar? The value a financial adviser offers their clients, through goals-based strategic advice and a focus on long-term outcomes, is evident to those of us in the industry. But in today's world of…
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Your Visualise and Client Portal questions, answered
I recently jumped onto Advisely to answer all your questions about Xplan Visualise and Client Portal. Here are four of the most interesting conversations that came out of my AMA: Q: Is there any plan to connect Visualise with Xtools+? Is there (or could there) be a way to pull a scenario from Xtools+ to be shown in…
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Are you missing out on one of WealthSolver's best features?
If you're using WealthSolver, you likely know about its capabilities. If you're like the majority of users, you probably use it for all your super and investment comparisons – and present that information to clients in the form of fee comparison tables. What if I told you, though, that there's a key component you're…
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A simpler way to model complex advice
In financial planning, precision and adaptability are essential. Xtools and Xtools+, two powerful features within Xplan, provide financial advisers with tools for creating tailored client plans. While Xtools caters to straightforward financial scenarios, Xtools+ is designed for advanced, complex planning needs. In this…
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The power of precision modelling
In the world of financial planning, efficiency and precision are key to delivering quality advice and maintaining a competitive edge. Xtools, a powerful component within the Xplan platform, empowers financial advisers to achieve these goals. If you're new to Xtools or need a refresher, this post will guide you through its…
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Your 12-month Xplan development plan
Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience. Learn how to build an Xplan strategy that drives results with this free member-exclusive guide. Become an Advisely member to download now.
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Kickstart 2025 with some Xplan housekeeping
Sounds exciting, doesn’t it? At the recent FAAA Congress in Brisbane, generative AI and data analytics were on everyone’s minds. I’d expect to see things like “increase automation,” “implement AI” and “delve into business intelligence” at the top of most financial advice practices’ list of new year’s resolutions as we move…
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New year, new Xplan
In the fast-paced and ever-evolving landscape of financial planning, having a structured strategy for the next 12 months could be the key to long-term success. A comprehensive plan helps you stay on track, achieve measurable goals and ensure continuous improvement. So, how can Xplan help? As one of the leading financial…
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Your Xplan efficiency questions, answered
I recently jumped onto Advisely to answer all your questions about how Xplan can make your everyday processes more efficient. Here are four of the most interesting conversations that came out of this AMA: Q: What does a best-in-class Xplan setup (with all the 'bells and whistles') look like to make the most of Xplan? One…
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All your Xplan automation questions, answered
I recently jumped onto Advisely to answer all your Xplan automation questions. Here are four of the most interesting conversations that came out of this AMA: Q: When a task is completed, can a note be added to the relevant client with the PDF merge of the comments and task description? Yes, this is absolutely possible and…
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How to supercharge efficiency with Workflows
Keeping track of tasks, client interactions, and paperwork can be a challenge for any advice practice. Luckily, Xplan Workflows offer a structured, automated approach to transform how your team handles these essential activities, helping you stay on top of client commitments and deliver a seamless experience in every…
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Portfolio Recommendation screen uplift for better navigation and customisation
Iress is rolling out a number of new features, such as easier customisation and data entry to save you time with a more streamlined and efficient Recommendation screen in Xplan Portfolio. Watch the full update below:
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Free tool: 7 steps to automating your client review process
Automating client reviews stands out as one of the most significant efficiency gains for any advice practice. Developed by Jessica Lamb at Practice Dynamix, this guide dives into the simple steps you can take to leverage Xplan’s automation capabilities to transform your review process and unlock your team’s full potential…
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Client portal hacks
