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Have we piqued your appetite yet? Now that you have had the amuse-bouche, it's time for the entree. Let's now look at how to meticulously structure user hierarchies, groups and access levels so every team member can work efficiently and flawlessly within their designated station. Stations, everybody! Have you ever had to…

How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes related to a specific topic. Using Notes effectively isn't just about capturing the note. It's about making it findable for you…

We’ve talked about mindset and what it takes to truly be an Xplan champion. But before you can start serving up five-star advice, you need to get your kitchen in order. In Xplan, this means building solid foundations to establish how your site operates. Without a consistent foundation, your data will be inconsistent, your…

Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect…

Do you struggle with getting Xplan to work in your business? Does it feel like everyone in your office is doing their own thing, making it hard to tell where a client’s at or where important notes are kept? If this sounds like you, you might be missing an “Xplan champion” in your business. The Xplan champion is key to…

Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this…

In our new Advisely series, we’re going to focus on what all great Xplan site administrators do to ensure the sites they manage are the best of their kind. Great Xplan administrators possess a deep understanding of the system, enabling them to transform their sites into paragons of efficiency. We will highlight what these…

What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients better understand their financial position, possibilities and recommendations. Why should you use Visualise? * Client engagement:…

In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…

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…

Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply complete the task and have it update the fields for you! Imagine you have a process where every new prospect is asked to log in to…

In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…

If you’ve ever wished Xplan could just “do it for you,” Scheduler is your answer. It’s the engine behind the scenes that runs tasks, sends communications and triggers processes exactly when you need them. What Is Scheduler? Scheduler is Xplan's time-based automation tool. You set the rules and it does the rest – no…

Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms to anticipate what you’re looking for - before you finish typing. Yes, that’s right, finding the right fields in Advanced…

Did you know that accessing the Iress Learning Centre is now as simple as finding Help in the Iress Community? Yep, you all loved H for Help so much that we went ahead and introduced L for Learning. You saw " H for Help " and asked, “Why not have a similar feature to direct the users to the Iress Learning Centre?” We…

Have you ever thought, “I wish this task could just run itself?” Well, Xplan has you covered. With automation built into Task Templates and Case Threads, you can streamline your workflow and let Xplan take care of the grunt work so you can focus on the advice. What can be automated? Here’s just a taste of what a single…