Advisers looking for business efficiency start here!
Best practice: XPLAN Email templates
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.
Introduction to Xmerge
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
One business growth challenge: fixing software problems
One of the biggest challenges as your business grows is how your support framework grows to meet it. It must be scalable. Otherwise profits in the front office will be spent on headcount in the back-office. Don’t let this be you.
10 signs your business is suffering from #fintechconcussion
Is your advice practice experiencing the overwhelming impact of #FintechConcussion? This phenomenon intensifies as the end of the month approaches, demanding the timely completion of price calculations and report generation.
XPLAN data feed health ideas
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
Tech Tip – Create your XPLAN email signature
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.
