Australia

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…

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…

Did you know that IressID is coming? You may have seen the emails and messages already, but in case you haven’t, make sure to read on as this will affect every user. IressID is a centralised identity management system that provides secure, streamlined access across Iress products. What this means for you is that you’ll be…

Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes on leave. Save time not having to monitor a second person’s task list when they are away. The perfect tool for when your workflows…

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…

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…

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…

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…

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…

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…

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 guide. Click below to download.

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.