Blog Post

Xplan Hacks

1 MIN READ

Client portal hacks

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Advisely Team

8 months ago

This years’ Financial Advice Efficiency Report shows that advice firms that communicate more frequently with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.

Updated 4 months ago

Version 11.0

advice servicing

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Advisely Team

Joined October 25, 2023

Tools (and tricks) of the trade.

Curious Observer

Should this video work?

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Advisely Team

5 months ago

Darren are you having trouble watching the video? Here is the direct link: https://vimeo.com/880697400. Let us know if you are still having trouble viewing it.

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