Practice Dynamix in Moorabbin, Victoria, Australia | Financial service

Practice Dynamix

Locality: Moorabbin, Victoria, Australia

Phone: +61 1300 032 023

Address: 32 Bignell Road 3189 Moorabbin, VIC, Australia

Website: http://www.practicedynamix.com.au

Likes: 41

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• Financial service
• Computer company
• Financial planner

25.01.2022 Do you F11? Lets propose you are in a client meeting with the clients #XPLAN touch dashboard open via projector screen. To improve this screen, and run the web browser in fullscreen mode, select F11 on your keyboard! Select F11 to go back to window mode. #VirtualXPLANExpert

24.01.2022 Do you survey your clients? Do you ask them for a referral? Using #XPLAN and Client online access you can create effective post meeting surveys asking for feedback and a referral. Speak to Practice Dynamix today for a demonstration. #VirtualXPLANExpert #FinacialPlanningSoftware

21.01.2022 XPLAN Feature: XPLANConnect is the ability to link XPLAN fields and calculators to your website. Drive traffic, convert leads, & capture client data uploaded directly to #XPLAN. Want to know more? #VirtualXPLANExpert #FinancialPlanningSoftware

21.01.2022 Decoding XPLAN Jargon: What does asynchronously, concatenate & stack trace have in common? They are all words #XPLAN use which are not part of our normal vocabulary. Yes asynchronously is actually a word! It means keep working away, im just working on your request in the background. When you get this message, you can move XPLAN pages, grab a coffee, chat to a colleague. Your report will become available via the XPLAN envelope in due course. When you dont see this message (eg. Portfolio Reports), dont move XPLAN screens. Instead of an envelope message you will get a downloadable file pop-up on your screen.

21.01.2022 FAQ: MLC datafeed has stopped sending data. This indicates that the link between #Xplan and MLC is no longer valid. To refresh the link, create a new password through MLC portal & add to Xplan to resume feed. More info via the members area of our website http://ow.ly/UCjx30iUo5f

20.01.2022 Practice Dynamix are proud to support and host an RSPCA Cupcake Day. If you would like to support this great charity, you can become a host, donate to my page https://cupcakeday-vic-2018.everydayhero.com/au/jessica-8 or come along on the 20th of August and buy a cupcake.

18.01.2022 #XPLAN Hack: Want XPLAN open under 2 tabs so you can multitask? Hold down the Ctrl Key on your keyboard and click on your logo in the top right hand corner - a second instance with open to your dashboard. Unlocking the power of XPLAN #VirtualXPLANExpert #FinancialPlanningSoftware

18.01.2022 #XPLAN Quick Tip: When you need to compare super or inv products on the fly, use WealthSolver Quick Compare. No need to access a client or a scenario, simply access from main menu, load existing funds & add proposed plans to compare features/fees/investments. #VirtualXPLANExpert

18.01.2022 Prospect Generation from your website is great, but what automation have you embedded? Use #XPLANConnect to automatically create your prospects on XPLAN, send them emails, subscribe them to your newsletter and action a follow-up thread process. #pdxadvice

17.01.2022 XPLAN TRAP: Today we came across an XPLAN trap when emailing a Partner entity on XPLAN. An adviser was sending a report out via email using the XMERGE feature. The report was being emailed once to their client and then again to the partner. Because of the way XPLAN records items such as Asset and Liabilities, Income and Expenses with the owner referencing client or partner and not a specific name, the report coding didnt hold up when you emailed the partner. The names ...were switched. After looking into the logic behind the code, and understanding that when you email the Partner, they become the client. We were able to make their code more robust and work under both scenarios. The coding in their report wasnt ours originally, but we would have coded this exactly the same way. Which suggests there would be plenty of other merge reports which would be affected including Reverse Fact Finds. A timely reminder to always test your templates under all situations. Have you fallen victim to not testing your templates correctly, or have an XPLAN trap you can share? Add a comment. We can always learn from our experiences, even if they started out as a negative.

17.01.2022 #XPLAN Hack: Personalise your preferences. Take control of your XPLAN. Determine your own file note settings, default task view, & email signature all through your Preferences area available in the top right hand corner of XPLAN. #VirtualXPLANExpert #FinancialPlanningSoftware

16.01.2022 Send your emails to #XPLAN using File-to-XPLAN, the outlook plugin. With smart technology to keep all your like correspondence under one file note and the ability to control the File Note Types and Permissions, File-to-XPLAN is a must have. #pdxadvice

16.01.2022 I am (usually) incredibly diligent when it comes to clicking a link in an email, but a recent phishing email posing as the ATO got through & I clicked. The only thing that triggered me to stop and close my browser, was realising the email address it was sent to wouldnt be registered with the ATO. Realising my mistake, I closed my browser, cleared my cache & ran a scan on my computer. Fingers cross nothing bad with come from this, but a timely reminder that even if we are diligent, emails can outsmart us, & we need to ensure our Cyber Security Software is in place and kept up to date. Has this happened to you? Share your experiences & tricks in the comments.

16.01.2022 Have you tried to set up IMAP under the new Simplified Account Creation in Outlook 2016 & failed? So many have, & IRESS have not been able to find a solution. Practice Dynamix have a simple workaround. Contact us for more information #virtualXPLANExpert #FinancialPlanningSoftware

16.01.2022 XPLAN Hack: To view the accuracy of your datafeeds, check out your report. Under System Datafeeds > Reporting > Adviser Summary. Here you can view the % of clients that balance in IRESSNet and how many balance on your site. From here you can also rectify any datafeed issues.

15.01.2022 Would you love to learn more about the power of #XPLAN? Subscribe to be the first in the know. http://ow.ly/wU9i30iMnib

15.01.2022 Practice Dynamix is hosting a Cupcake Day for RSPCA. You are welcome to join us for morning tea, and check out our newly renovated office. Please RSVP to [email protected]. If you cant attend you can still donate via https://cupcakeday-vic-2018.everydayhero.com/au/jessica-8

14.01.2022 New XPLAN Feature: In XPLAN version 2.24 you can now order your IPS reports thanks to the introduction of a simple pop-up window after you select Generate. Couple this with an IPS theme centered around your logo and you have a new & improved way to communicate with your clients.

13.01.2022 XPLAN recently introduced Digital Signatures. Practice Dynamix have adopted this for all our agreements and the verdict is in - We love it! Have you tried Digital Signatures? Tell us your thoughts and experiences. #VirtualXPLANExpert #FinancialPlanningSoftware

13.01.2022 Need to add custom fees to a superannuation plan in Wealth Solver? Its actually pretty easy! Simply create a Custom/derived Super Plan. Here is a video with a step by step guide to complete this.

13.01.2022 What is a widget? On #XPLAN it is a world of possibilities. Adding widgets to your Dashboard allows you to see many areas of XPLAN via one screen. From tasks to FOFA, Reviews to markets. Customise your dashboard today for efficient client management. #pdxadvice

11.01.2022 #Webinar of the month - #Supercharge your advice: This month #PracticeDynamix will be running a free webinar on how to Supercharge your Advice. Join us on 30 Jan at 1 pm AEDT to learn how to get the most out of #XPLAN to make your advice document work for you and be more appealing to your client. ... We will show you how to use XPLAN to present advice when you are: Rolling over super Recommending Insurance Wanting to quantifying your recommendations Registration link in the comments

11.01.2022 Understanding how to use #XPLAN better benefits us all. I have been collating and sharing insights and hacks based on client enquiries. But if you have an XPLAN question or want to know more about a feature, comment here or email us at [email protected]

10.01.2022 September is a busy time for staff reviews. Before you set your goals and KPIs, make sure you read our latest blog.

09.01.2022 FAQ: Why add a referrer? Adding referrer information against your client allows you to identify where your client came from. But more than that, linking clients to referrers in #XPLAN provides endless reporting opportunities for your business and your referral partners business.

08.01.2022 Our latest blog on why you need an expert, and more information on our Virtual XPLAN Expert program.

08.01.2022 One of the best efficiencies any firm can utilise within #XPLAN is the ability send automated reminders to clients simply by adding a diary appointment with an SMS reminder. For more quicktips, check out our latest blog. http://ow.ly/vQJL30hQxQx #pdxadvice

06.01.2022 We are all striving for FAME. Financial Advice Made Easy! Turning on #XPLAN in your business is not enough. Getting your business to integrate with XPLAN & building personalised solutions ensures your can create an efficient Financial Advice business for you and your staff.

05.01.2022 FREE CODE for #XPLAN users. Check out my latest blog post : Create an Email Template in XPLAN #xplanexpert https://www.practicedynamix.com.au//FREE-CODE-Create-an-Em

03.01.2022 A reminder to always look at failure as an opportunity to learn. When speaking to someone who has found success in life, dont ask them about their last year, ask them all the things they did wrong to get them to where they are now. You will learn more from #failure than success.

03.01.2022 Insurance Schedule - A throw away client document or a marketing tool? An insurance report should be engaging as well as informative. It should be professional, branded & clear in its message. If your data is in #XPLAN you can produce this type of report with little to no editing.

02.01.2022 XPLAN Quick Tip: Adviser Auto Sets.

01.01.2022 Automate or Die. When so many advances have improved efficiencies in our day-to-day lives, why can we be slow to adapt in the workplace? If you have not embraced #XPLAN Scheduler you have not found true efficiency. Through scheduler we see automation, functionality and progress.