XPLAN Tech Tip

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.

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.

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.

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.

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?

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.

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.

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!