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XPLAN Expert

 

XPLAN Expert is your online Training hub for all Practice Dynamix subscribers.

  • Access training videos and guides for all XPLAN modules.

  • Access a large number of FAQ and How To guides

  • Keep up to date with new release features

If you have not received your membership login, you can request to be a member. Only Practice Dynamix Subscribers are eligible to join the private forum. 

About the Expert

 

Jessica Lamb is a dynamic and results driven professional with thirteen years’ experience in XPLAN and 10 years in software integration. Capable of formulating strategies that create efficiencies through software, aligning business processes with software solutions. Also renowned for building relationships with business practices and their staff.


As a financial planning software professional, Jessica possess broad expertise in the XPLAN software program within all modules, financial planning strategies, face-to-face and online training and with the ability and skill set to provide innovative, enthusiastic and forward thinking leadership in a team environment. Further, possess a talent for developing a training and integration program that will allow a new user of the software program to move from basic knowledge through to advanced skills or to take a business from using xplan as a basic CRM to running a fully integrated paperless office within a timely fashion.

 

Renowned to leveraging skills in financial planning strategy with advanced XPLAN knowledge, coding and HTML to build reliable sound solutions and leadership.