Client Portal Video - Adding IPS reports to Client Portal - Client Level Adding IPS reports to Client Portal Client Level

XPlan Webinar: Supercharge your operations - Mastering XPLAN Business tools 2024-11-12 12.56.47 Supercharge your operations_ Mastering XPLAN Business tools

XPLAN Webinar Training: Creating and Sending Personalised Email Templates XPLAN Training 2024-10-02 Creating and Sending Personalised Email Templates

Webinar: XPLAN Training - Model Portfolios in WealthSolver and IPS 2024-09-03 13.01.46 XPLAN Training - Model Portfolios in WealthSolver and IPS

Webinar: XPLAN Training - Model Portfolios in WealthSolver and IPS 2024-09-03 13.01.46 XPLAN Training - Model Portfolios in WealthSolver and IPS

Risk Researcher Premium Validate Risk Researcher Premium Validate

XPLAN Training Webinar: XPLAN Success Summit - File Notes Best Practice & the future of File Notes using AI XPLAN Success Summit - File Note Best Practice

XPLAN Training Webinar: XPLAN Success Summit - Opportunities Best Practice & the future of Tasks and Workflow XPLAN Success Summit - Opportunities (manage you new business pipeline) Best Practice

Video: Installing the Outlook Plugin V3 Installing the Outlook Plugin V3

XPLAN Training Webinar: Task Management

Client Portal Video - Initial review of the client before activating a login

XPLAN Training Webinar: The new and improved Visualise

Here are some important videos to review as part of your pre-release Client Portal work. Data Clean-Up File Notes

XPLAN Training: The new Portfolio Screens - an introduction

Here are instructions on how to send a Christmas Card email template via XPLAN:

A fresh look at the Review Process: https://www.advisely.com.au/blog/xplan-hacks/a-fresh-look-at-the-review-process/111(https://www.advisely.com.au/blog/xplan-hacks/a-fresh-look-at-the-review-process/111)