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A good client meeting shouldn't mean waiting weeks to receive the document. Our paraplanning team now produces SOAs and ROAs, on your templates or ours, direct in XPLAN.

Every practice has one task someone still does by hand because nothing else quite fits. We now build the small, purpose-built tool that makes it disappear, AI or not.

A working XPLAN site isn't the same as an efficient one. Five signs that friction has quietly built up in your workflow, and it's worth doing something about.

Most XPLAN implementations don't fail loudly. They quietly accumulate workarounds until nobody remembers why the site works the way it does. Five mistakes we see most often.

“We need XPLAN support” means different things to different practices. Here's what the term actually covers, what it doesn't, and how to tell which one you need.

One overlooked setting can make a proposed product look more expensive than it really is. Here is how to model fee aggregation properly in WealthSolver.

Most practices know roughly what an SOA costs to produce. Almost none know where the hours go. Here's how to find out, and what it tells you.

The technology behind your advice rarely fails loudly. It slows you down quietly. Five symptoms worth checking for, and what each one usually means.

The licence is approved. Now the practice has to run on its own technology. The four decisions in the first 90 days that shape the next five years.

Practices could produce advice quickly but still couldn't see their own business. Blueprint Analytics was our first answer. Coremetryx is what it became.

Australian advisers produce some of the most rigorous advice documents anywhere. Then they read them aloud to clients. There's a better way to run the meeting without touching the record.

The Client Advice Record is a change to the document. The bigger change is to the system that produces it. A practical look at templates, data and presentation.

Moving client data from XPLAN into CLASS Super was slow, manual and error-prone. Class asked for a tool practices could use themselves. Here's what we built.

Email is an essential part of modern advice communications. With so much information being exchanged via email, it's important to ensure that your messages are clear, concise, impactful and compliant. And that's where XPLAN email templates come in handy.

The primary benefit of Xmerge is its ability to personalise communications and dynamically change reporting output based on various services you offer, the advice you are giving or the nature of the client being addressed

Is your XPLAN data feed experiencing inefficiencies? Discover how to ensure data accuracy with these three ideas to think about that could help improve the quality of your XPLAN data feed

Email is a fundamental communication tool utilised everywhere with many client interactions performed this way. It is important, therefore, to keep a consistent and professional presence - starting with your email signature.

Data is at its most useful when it is presented in a fashion that is understandable and digestible to the reader. Not enough information presented and you end up with an incomplete picture or context of a client and their situation.

Last week we announced our partnership with AGBA (the Association for Goals Based Advice) and we are very excited to be part of the movement that delivers better goals based solutions for advice practices. Today, our guest blogger is Rebecca Jacques who is General Manager of AGBA.

The Xmerge coding library provides useful functions to manipulate dates. We use it a lot when working with our clients, and we'd like to share some useful operations that might be useful to you as well.

Icons, emoji and symbols have taken over the communications world, from our social media reactions, to text messages to websites! Their simple imagery is a great way to convey a whole concept or message in a single character

Incomplete, incorrect or misplaced data not only reduces your capacity to service your clients and perform functions, but equally importantly it has a negative impact on client trust when they have to remind you of their updated email address or that they have three and not two children.

Client information is without doubt one of the most valuable assets in your business. Advice firms like yours spend big money and enormous amounts of time keeping it up to date, compliant and relevant.

Breaking bad habits is hard especially if you don't realise what you are doing is undermining your own work. But, if you follow some simple ideas, you and any programmers who comes after you will get more done with less hassle and rework.

Starting or reinitiating an engagement program is hard when all you have is a name or policy number and a low confidence in their completeness and currency. Where do you start?

Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today.

What are the common challenges XPLAN newbies (newly self licensed practices) experience with XPLAN?

Reasons why outsourcing the management and support of your XPLAN site is better than internally managing it

Technology has revolutionised the way we conduct business and your advice practice is no exception. It has opened up new possibilities and opportunities to save time and better serve your clients.

Great support team can make your lives easier and makes challenges less complicated. Everyone will benefit from the support of a skilled and experienced financial team and will create greater opportunities growth and development

As technology advances, so do the risks of cyber attacks on businesses. This is especially true when multiple systems are used that require the transfer of client data. It's important to have measures in place to mitigate these threats, not only to protect your advice practice but your clients as well.

Choosing the correct digital tools is pivotal to an efficient advice practice. These tools are capable of amazing feats and provide endless possibilities, allowing you to focus on engaging with your clients and growing your business to new heights.

Data integrity is a cornerstone of any successful advice firm, yet it's the one aspect that can prove to be the most difficult to maintain. A single error in a company's dataset can be far reaching, often hampering the business's ability to make critical decisions.

XPLAN SOA production plays a crucial role in most financial planning offices, but let's face it - without a professionally designed template and wizard, it can be quite time-consuming.

Being an advice expert, it's crucial to realise that client engagement is way more than just offering recommendations and answers. It's about forging significant connections, comprehending their distinct needs, and delivering a tailored experience.

In today's fast-paced digital world, the advice industry, like many others, has embraced significant changes. One of the most noteworthy shifts is the move towards paperless operations, largely due to the myriad of advantages it brings.

Find out how implementing a series of data automation and integration activities, Advise Wise were able to significantly improve data quality and increase data automation across all their business systems.

Have you discovered the XPLAN Client Portal? It offers your clients a seamless online view of their investments and financial journey. You can enhance their digital experience by tailoring the perfect setup for them and your business…smoothly integrating modules for advice, transactions, content, communication, and account management.

XPLAN is a powerful financial planning software that's trusted by financial advisers and wealth management professionals worldwide. It's loaded with impressive features and functionalities, but navigating through the software can be a bit time-consuming at times. The solution? XPLAN shortcuts!