Blog Post

Xplan Hacks
1 MIN READ

Advice toolkit hacks

Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
11 months ago

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 with automation and workflows built on best practices.

Updated 10 months ago
Version 16.0
advice toolkit
investments
technology
No CommentsBe the first to comment
Related Content

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
11 months ago
432Views
4likes
10Comments

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 e...
Advisely-Team
11 months ago
203Views
1like
0Comments