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…
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…
Shortcuts are handy, but not everyone knows about them. Here are some useful shortcuts you can use every day—they’ll save you time and provide faster navigation without having to use your mouse and keyboard at the same time. Here are five of our favourites: 1. Open the search panel: use the forward-slash “/” This allows…
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