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?

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18 days ago

236Views

2likes

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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

23 days ago

176Views

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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

4 months ago

547Views

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AI File Note Summaries - Future Xplan Feature??

I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...

luke.watson3

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203Views

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Blog Post

Help your clients visualise their future

Visualise is here to help bring advice conversations to life with engaging and interactive digital tools. At the click of a button you can help clients see their financial position and the impact of your advice.

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Help your clients Visualise their future

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AI File Note Summaries - Future Xplan Feature??