Most RecentMost ViewedMost LikesHow to build a better client review process Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency Your biggest Xplan questions, answered We recently hosted an AMA with Practice Dynamix director Jessica Lamb. What did we learn? Xplan insights from the Advisely client engagement webinar The first date, the love note and the anniversary: can Xplan help with all three? Take back the time spent on compliance Xplan Advice Toolkit keeps up with the latest regulatory developments so you don't have to – helping you spend more time in front of clients. Are there hidden gems in Xplan? Yes – let's talk about Xplan's Consent group. How Advice Toolkit drives greater efficiency with what-you-need solutions Xplan Advice Toolkit offers industry-evolved all-in-one advice tools. Supercharge how you manage tasks Here's how the new list view on Task Hub will help you save time on task management. 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. Tips to generate advice out of Xplan Xplan provides a lot of automation and efficiency to the advice process, but only if the information and settings in the system are set up correctly. Why your tech stack may be overdue for an audit Top-performing advice firms get more done with fewer technology platforms. Is it time you reviewed your tech stack?
