Recent DiscussionsTagged:TagLet's talk file notes. Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil. I'd lov...AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything! Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...AMA: I'm Darren Smith and I've just implemented a business succession plan, Ask Me Anything! Got a burning question? Join me here on Friday 21st June from 11am to 11:30am. Having recently sold my award-winning financial planning practice last year and now working as a business coach at Sli...speech to text - Xplan integration Hi there I am new here and work as Xplan site admin so asking on behalf of an adviser. Has anyone used any speech to text tool or software which has worked successfully with XPlan (NZ) especially...What is your number 1 requirement when it comes to managing Client Correspondence? There is no shortage of correspondence and communications between an Advice Practice and their Client. This can come direct from the client, from their accountant, from fund managers not to mention t...Opt In and Reviews How do you track FDS dates and reviews? How do you ensure that every client gets a review within their FDS period? We are using the FDS and review sections of Xplan. However, they two sections don't ...User Email Signature coding for Emails Hi everyone, I'm very new to setting up email templates and have read everything I can find so far with no luck on how I can draw in Adviser signatures set up in Xplan by going through the followin...
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