Practice Management

Overview We understand that reviewing your clients' financial plans regularly is at the heart of the service you offer. Based directly on your feedback, we are working on an update to the Xplan Review area to make recording annual and ongoing reviews faster, clearer, and far more consistent. These changes are being planned…

Did you know you can attach tags directly to your Document Note templates so that client notes are automatically categorised the moment a template is used? Relying on the team to remember to manually add the right tags every time they create a file note or log an email is a recipe for missed data. Automating the process…