Most RecentMost ViewedMost LikesA fresh look at the Review Process In this video, I share my tips on how you can create further efficiencies within Xplan. Want to find out where you sit on the Advisely Index, sign up or login to Advisely now and take the test. Changing licensees? Here are 10 tips to keep in mind Here's a guide if you're in the process of changing licensee or getting your own AFSL, as there can often be some important technology milestones that need to be taken into consideration Advice toolkit hacks 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. 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 efficiency than the rest. Here’s 3 Xplan hacks to help you do just that!
