Advisers looking for business efficiency start here!
Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!
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. A picture speaks 100 words! As applications and websites move to focus on the look and […]
The Xmerge coding library provides useful functions to manipulate dates. We use it a lot when working with our clients, and we’d like to share some useful operations that might be useful to you as well. In this article, you will understand how date formatting in XMerge works and learn how to choose between different […]
Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? “XPLAN Tips of the Month” uncovers a series of small and sometimes not-so-easy-to-discover […]
Last week we announced our partnership with AGBA (the Association for Goals Based Advice) and we are very excited to be part of the movement that delivers better goals based solutions for advice practices. Today, our guest blogger is Rebecca Jacques who is General Manager of AGBA. Below she writes about the objectives of the […]
Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? “XPLAN Tips of the Month” uncovers a series of small and sometimes not-so-easy-to-discover […]
Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? “XPLAN Tips of the Month” uncovers a series of small and sometimes not-so-easy-to-discover […]
Connect
Higher productivity and more time with clients is at hand.
We’d love to hear from you. If you have a question or query, please complete the form below and we will be in contact.