Most RecentMost ViewedMost LikesPortfolio Recommendation screen uplift for better navigation and customisation There's now a more efficient way to make portfolio recommendations to clients in Xplan. Three tips for faster advice production We all know advice documents take a long time to produce. Here are three tips to get time back. Your paraplanning questions, answered We recently hosted an AMA on all things paraplanning. What did we learn? Xplan tools to help you focus on client engagement Here's how Xplan can help you build deeper client relationships without blowing up the back office.
