Why I love XPLAN tasks

& 10 reasons why you should love them too

There is no secret I love XPLAN. Ask anyone in our office or any clients we work with and they will tell you that I am a big fan of XPLAN & in particular XPLAN tasks. My love for tasks has grown so m...

Updated 7 months ago

Version 4.0

Jessica-Lamb

Advisely Partner

Joined November 08, 2023

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Xplan Hacks

Tools (and tricks) of the trade.

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

5 months ago

242Views

5likes

14Comments

AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...

Matthew

4 hours ago

39Views

2likes

2Comments