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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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Doc Notes uplifted for better navigation and sorting
Iress has heard your feedback about wanting doc notes to be more manageable. So, they're adding new features around note pinning, making bulk note updates, merging multiple notes, note tagging, and linking entities and workflows within notes. Take a look and comment to let us know what you think. For more information about…
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All your file note questions, answered
Iress product manager Zita White recently jumped onto Advisely to answer all your burning Xplan Doc Notes questions. She covered everything from how to best maximise the search functions to dictation of file notes in Xplan. Here are five of the most interesting conversations that came out of their AMA: Q: Is there any…