Forum Discussion

Advisely Partner

2 years ago

POLL: What will impact advice accessibility the most in the next decade? 🤔

It is commonly agreed that accessibility of advice is currently a problem and is only set to compound over the next decade. In your opinion which of the following will have the most profound impac...

Advisely Board

2 years ago

Great question and my short answer would be all 3.

Forced to pick 1 of the 3 the answer would be no 2.

Without the right people involved you wont get quality software developed or the right data

Related Discussions

Five micro changes with big impact
Discover the five things you could be doing now to step up your efficiency.
Advisely-Team
6 months ago
How an outdated cancer grading system could impact client policies
In a review into early stage prostate cancer policy wording, the Iress team identified life offices selling policies that still used an outdated cancer grading system.
Advisely-Team
6 months ago

Recent Discussions

Statement of Advice for Multiple names
Hi Team, Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...
margaux.bugante
6 hours ago
AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!
Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
lachlan.fuller
24 hours ago

Forum Discussion

POLL: What will impact advice accessibility the most in the next decade? 🤔

Five micro changes with big impact

How an outdated cancer grading system could impact client policies

Statement of Advice for Multiple names

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!