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Super and Pension renovations in Xtools+ are complete. Do you want to move in?
Smarter modelling, more flexibility, and way less workarounds - You could be using it as early as 13 May 2025 We've transformed the way you model super and pensions in Xtools+, and it's all based o...lana.grahamIress Contributor
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Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling.
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Many advice businesses underutilise Xplan’s full potential. A 12-month plan can help you automate workflows, improve compliance tracking, and create a seamless client experience.
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We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.
Ever feel like tracking all the moving parts of a client engagement is like herding cats?
Here are some criminally-underused features which may help you get the most out of Opportunities.
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