Help your clients visualise their future

Help your clients Visualise their future

You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?

courtney.youngblutt

6 months ago

340Views

2likes

1Comment

Your Visualise and Client Portal questions, answered

We recently hosted an AMA on all things Visualise and Client Portal. What did we learn?

lachlan.fuller

6 months ago

262Views

1like

0Comments

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...

lachlan.fuller

9 months ago

588Views

3likes

27Comments

What does the future hold for reporting?

Your data journey has come a long way from the murky depths of spreadsheets riddled with outdated entries and duplicates. But what's next?

laura.capozzi

21 hours ago

88Views