Blog Post

Xplan Hub

2 MIN READ

Transform your advice conversations with Visualise

Advisely-Team

Advisely Team

2 years ago

At the click of a button you can help clients see their financial position and the impact of your advice.

What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients bett...

Updated 2 years ago

Version 3.0

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Advisely-Team

Advisely Team

Joined 25 October 2023

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Xplan Hub

The tools you need to make the most out of Xplan.

siva.mehta

Network Navigator

24 days ago

Has there been any enhancements in Visualise where the related entities can be linked?

Client conversations just got more interesting

Conversations are the core of the adviser/client relationship: they’re a golden opportunity to demonstrate the kind of value technology could never replace.

Advisely-Team

2 years ago

842Views

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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

8 months ago

352Views

2likes

1Comment

🤓 Xplan Hint: Visualising Aged Care

Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care po...

courtney.youngblutt

4 hours ago

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Seven megatrends set to transform advice

In this podcast episode, I talk to Marcus Field about advice and the road to 2030.

Alisdair.Barr

2 years ago

176Views

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