3 favourite Xplan hacks

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.youngblutt

26 days ago

818Views

10likes

50Comments

How to code birthday greetings in XPLAN

Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their b...

ewkservice01

9 months ago

285Views

5likes

14Comments

Advice toolkit hacks

Practices tell us that advice generation is the number 1 process that slows them down. Advice Toolkit solves that - Xplan’s fully supported out-of-the-box kit for financial advice firms. Work smarter...

Advisely-Team

2 years ago

264Views

1like

0Comments

Client portal hacks

Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client...

Advisely-Team

2 years ago

475Views

4likes

11Comments

Blog Post

3 favourite Xplan hacks

Going deeper with a limited number of software applications streamlines processes, reduces complexity, and minimises room for error. Advice firms that are getting more done, faster and with greater efficiency than the rest

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AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

How to code birthday greetings in XPLAN

Advice toolkit hacks

Client portal hacks