27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!

Xtools+ has helped countless advice practices work out solutions to their clients' financial problems – even for the most complex scenarios. Why not fully harness its potential and have a say in what...

advice production

xplan

lana.graham

Xplan Product

7 months ago

Here's another snip from my article. We're changing the way ALL of these features are modelled.

If you leverage any of these specific fields in your Advice templates or wizards, we need to connect ASAP. Check this article out for your next step: XTOOLS Connect - a new way to collaborate with the Xtools team! (Australia)

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27th March AMA: I'm Lana Graham, Xtools+ expert and product manager. Ask Me Anything!

Welcome to an AMA thread!

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