Skip navigation
All Places > Explore

Feature Guides

Log in to follow, share, and participate in this community.

Recent Activity

Michael Kinens
This video highlights how the MyNextAdvice service integrates with XPLAN to provide advisers with a seamless method of surveying clients.     The key steps to getting the service up and running with XPLAN are outlined in this video.  For more information about the service or to establish an account contact MyNextAdvice. 
Video preview image▶︎
in Feature Guides
Michael Kinens
Before you can utilise the MyNextAdvice client survey platform with XPLAN, you will need to establish an account (a 30 day trial is available) and setup a new email template on XPLAN (provided by MyNextAdvice).  The creation of a new 'Email Subject to Note Type Mapping' rule (which will need to be performed by your System Administrator) will…
Video preview image▶︎
in Feature Guides
Michael Kinens
Accessible via mobile, tablet, desktop and laptop, the Client Portal offers a contemporary, easy to navigate front-end interface where your clients can engage with their financial information and interact directly with your business through secure messaging.   The cloud hosted front-end interface provides information and functionality for your…
Video preview image▶︎
in Feature Guides