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Jessica - XPLAN Expert
Oct 08, 2025
In Client Focus
Webinar: Spring Clean Your Client Data – Boost Efficiency with Bulk Modification
2025-10-08 13.01.41 Spring Clean Your Client Data – Boost Efficiency with Bulk Modification
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Jessica - XPLAN Expert
Sep 17, 2025
In Portfolio
Webinar: Portfolio Reports
2025-09-11 14.01.35 Portfolio Reports
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Jessica - XPLAN Expert
Aug 13, 2025
In Client Focus
XPLAN Webinar: Client Engagement Strategies - Review Process
Client Engagement Strategies - Review Process
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Jessica - XPLAN Expert
Aug 04, 2025
In Client Portal
Client Portal Video - Managing Closed Accounts / Turning off IPS accounts in Client Portal
Managing Closed Accounts / Turning off IPS accounts in Client Portal
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Jessica - XPLAN Expert
Jul 08, 2025
In Client Focus
XPLAN Webinar: Client Engagement Strategies - SOA and Implementation Process
Client Engagement Strategies - SOA and Implementation Process
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Jessica - XPLAN Expert
Jun 11, 2025
In Client Focus
Monthly Webinar: Client Engagement Strategies - New Client Process
2025-06-11 Client Engagement Strategies - New Client Process
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Jessica - XPLAN Expert
May 22, 2025
In Client Focus
XPLAN Webinar: Creating and Sending Emails and SMS from XPLAN
Xplan Webinar Sending Emails & SMS May 2025
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Jessica - XPLAN Expert
Apr 09, 2025
In Client Focus
Webinar: Advanced Searching and Bulk Updating
Monthly Training with Practice Dynamix: Advanced Searching and Bulk Updating
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Jessica - XPLAN Expert
Mar 11, 2025
In Risk Researcher
Monthly Webinar: Risk Researcher - Best Practice & New Feature Review
2025-03-11 14.01.49 Risk Reseacher - Best Practice & New Feature Review
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Jessica - XPLAN Expert
Feb 12, 2025
In Coding
Monthly Training with Practice Dynamix: Coding your own Merge Templates and Emails
Monthly Training with Practice Dynamix_ Coding your own Merge Templates and Emails
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Jessica - XPLAN Expert
Jan 12, 2025
In Client Portal
Client Portal Video - Adding IPS reports to Client Portal - Client Level
Adding IPS reports to Client Portal Client Level
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Jessica - XPLAN Expert
Dec 11, 2024
In Wealth Solver
Training Webinar: What's new in Wealth Solver - an advanced review
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Jessica - XPLAN Expert
Nov 12, 2024
In Client Focus
XPlan Webinar: Supercharge your operations - Mastering XPLAN Business tools
2024-11-12 12.56.47 Supercharge your operations_ Mastering XPLAN Business tools
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Jessica - XPLAN Expert
Oct 02, 2024
In Client Focus
XPLAN Webinar Training: Creating and Sending Personalised Email Templates
XPLAN Training 2024-10-02 Creating and Sending Personalised Email Templates
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Jessica - XPLAN Expert
Sep 03, 2024
In Wealth Solver
Webinar: XPLAN Training - Model Portfolios in WealthSolver and IPS
2024-09-03 13.01.46 XPLAN Training - Model Portfolios in WealthSolver and IPS
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Jessica - XPLAN Expert
Sep 03, 2024
In Portfolio
Webinar: XPLAN Training - Model Portfolios in WealthSolver and IPS
2024-09-03 13.01.46 XPLAN Training - Model Portfolios in WealthSolver and IPS
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Jessica - XPLAN Expert
Aug 22, 2024
In Risk Researcher
Risk Researcher Premium Validate
Risk Researcher Premium Validate
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Jessica - XPLAN Expert
Jul 02, 2024
In Client Focus
XPLAN Training Webinar: XPLAN Success Summit - File Notes Best Practice & the future of File Notes using AI
XPLAN Success Summit - File Note Best Practice
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Jessica - XPLAN Expert
Jun 16, 2024
In Client Focus
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
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Jessica - XPLAN Expert
May 14, 2024
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Jessica - XPLAN Expert
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