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Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling.
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?
Like many users, you may not be using Xplan Wealth Solver to its full potential.
Modelling "what-if" scenarios is a powerful way to demonstrate the impact of clients' financial decisions. Xtools, a component within Xplan, allows you to do this seamlessly.
Have an Xplan question?
Pose your question to the experts in an upcoming AMA, or to your peers in the discussions.Featured Content
9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!
With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...sarah.jacobsIress Contributor
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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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