Advisely’s Post

Any end of year Xplan questions? Have you set up auto reassigning of tasks for team members who are on leave? Did you get your holiday email sent out? Want to know how to automate the sending of a New Year SMS while you're relaxing on the beach? 🏖️ Jump in and ask Andrew Wilson anything at our last Advisely AMA for the year. 👉 Post your questions now https://lnkd.in/gwN6SG6s #Xplan #Advisely #Automation

Are you using email automation to let clients know when you return next year? Setting up SMS reminders for those final few meetings? Ask your burning questions to streamline Xplan ahead of 2025. https://lnkd.in/gwN6SG6s #automation #clientengagement

Are you spending too much time in spreadsheets? Ask Iress efficiency expert Courtney Youngblutt what you can do to streamline your advice processes with Xplan in our AMA this Wednesday. 👉 Ask a question now: https://lnkd.in/ggq7nGHn #Xplan #FinancialAdvice #Efficiency #ClientFocus

Wish your advice practice could automate those daily routine tasks and focus on what really matters? Don’t miss our upcoming #AskMeAnything with Courtney Youngblutt, Xplan Design Consultant and efficiency expert at Iress on Wednesday, 30th October at 3pm AEDT! Courtney has helped hundreds of practices improve their processes and boost everyday efficiencies. If a task is repeatable, it can likely be automated in Xplan—and she's here to guide you through it! Post in the discussion thread now: https://lnkd.in/ggq7nGHn #Xplan #ClientFocus #Automation #FinancialPlanning

Introducing the Easy Dash with Technician Camden: Simplifying control, streamlining operations, and empowering efficiency like never before. 🚀 Take your system to the next level with intuitive design, real-time data access, and unmatched reliability. Ready to see how EasyDash can transform your workflow? Let’s make automation effortless! #Innovation #HMI #EasyDash #AutomationExcellence #Properlyworks #Automation

At Synx, We focus on identifying and streamlining inefficiencies, which can save up to 40% in project management time. Imagine what your business could achieve with that extra time! I'm passionate about the power of technology to transform operations and create more value. Let's discuss how we can elevate your business together. #Synx #BusinessAutomation #Innovation #TechSolutions

📈 Success through innovation! Our recent project helped a client transform their RFP process with automation, allowing for quicker responses, fewer errors, and a smoother workflow. Explore our journey and see how Seaflux delivers impactful, real-world solutions. Link to the case study in the comment section! #CaseStudy #Automation #RFPManagement #TechSolutions

Feeling overwhelmed by the demands of property management? 🤯 ProBro automates tasks, streamlines workflows, and provides real-time insights to help you regain control. #propertymanagement #proptech #realestate #automation #efficiency

We're not fooling around with your business efficiency this April fool's day! Square 9's intuitive, comprehensive solutions ensure your organization has access to the information it needs, while automating monotonous, time consuming tasks. Find out more at: https://hubs.ly/Q02rjlnJ0 #IIM #BusinessEfficiency #ECM #Automation

Say goodbye to chaotic tenant requests! With Estately’s all-in-one platform, you can easily manage maintenance, track work orders, and automate workflows—all from one dashboard. Simplify property management today! #PropertyManagement #TenantRequests #Automation