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AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...courtney.youngblutt2 days agoIress Contributor738Views10likes47CommentsAre all the advisers in your practice on the same page?
Have you tuned in to episode 4 of the Advisely Growth Masterclass series?If not, I highly encourage you to check out the episode here. In the episode, the Twomeys leaderstake some time out with r...rainier.reyes6 days agoAdvisely Team6Views1like0Comments- megan.bishop78 days agoCurious Observer27Views1like2Comments
Have you seen episode 1 of the Growth Masterclass?
Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a ...rainier.reyes8 days agoAdvisely Team95Views3likes7CommentsAsk an Expert: We helped an advice practice map out their entire review process, ask us anything!
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. To achieve the efficiencies and scale needed t...Tangelo9 days agoAdvisely Partner82Views2likes0CommentsAsk an Expert: I helped an advice practice automate their client review in Xplan, ask me anything!
Have you tuned in to episode 3 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the third episode here. With new workflows in place, MatthewComan's nex...jessica.lamb9 days agoAdvisely Partner60Views2likes0CommentsAMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...460Views3likes37Comments