XPLAN help and learning

Boost your XPLAN knowledge with our range of training and support options. Whether you have a specific question or want to learn more, our experienced XPLAN team are here to help.

Day-to-day queries

As a Pathway client, you can phone or email our technology solutions team and ask them your XPLAN questions.

 

Personalised training

We can deliver XPLAN training for you and your team. Choose from face-to-face training (at your office or ours) or online training via go-to-webinar. We can develop a training plan specific to your XPLAN site, your processes and your team. Contact us to book in your next training session.

Group training

We can provide group classroom training which gives you the opportunity to learn from our XPLAN trainers as well as share ideas with XPLAN users from different advice practices and dealer groups.

Monthly online webinars and videos

Keep up-to-date with the latest updates and tips from our technology solutions team, IRESS and other industry experts. Our monthly webinars are designed to introduce the latest XPLAN enhancements and give you new ways of using XPLAN in your practice to drive efficiencies and create better client experiences.

Past webinars include:

  • Knowledge centre – engagement through education
  • SuiteBox – the digital meeting room
  • Efficiently entering client data into XPLAN
  • Streamlining processes for a paperless and efficient office
  • Reducing the pain of data feeds
  • Digital strategies for client engagement

Contact us to find out more.