In September, Madison released the new Dynamic XPlan in which we have received a lot of positive feedback around moving to this version. Included in this release was the new Dynamic SOA which has the ability for it to be branded at a practice level regarding colours, headings, and pictures.  We have already had a few practices reach out and they have had a branding session with me and will hopefully have their Dynamic SOA back to them mid-November.   

If you haven’t had a chance to generate a SOA from the new Dynamic SOA you can find it under the OPEX Suite > Construct advice.

We will be removing the old Advice Constructor SOA in XPlan next month so I would encourage all practices to start using the new Dynamic SOA so that you are able to get familiar with the new layout of the SOA.

Furthermore, we will be releasing the new Dynamic Fact Find next week and we currently have OPEX working on the Dynamic Simple ROA and Bulk ROA for a end of November release.

If you have any questions around the Dynamic XPlan or SOA please don’t hesitate to reach out to me and if you wish to organise a branding session click on the link to organise a time in my calendar.

https://calendly.com/megan-thomson/60min

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