Australia

Have you heard about Xplan's consent function? It's an area that has been around for a while, but it's severely under-utilised (in my humble opinion). Here's a quick video on how to record a consent item in Xplan and link your file note. Additionally, we've included some valuable tips on incorporating this process into…

With more than 50% of advisers put off by the downtime associated with switching software, Xplan Advice Toolkit’s fast setup and ready-to-use solutions can deliver efficiency gains quickly, at every stage of the advice process. From the initial software onboarding through to client engagement, advice generation and…

As part of our commitment to reinvesting in Xplan, we’ve been listening to your feedback and making enhancements to key features that will help you maximise your efficiency. We know that when you have workflows that suit the task at hand, you can save time on task management and more on deepening relationships with your…