lana.graham's avatar
lana.graham
Icon for Xplan Product rankXplan Product
7 months ago

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
shanae.gardam's avatar
shanae.gardam
Social Sightseer
7 months ago

Hi Lana, we would love to know if there is a way (or if it planned) to amend the tax rate of investment bonds in the modelling?  I appreciate they are currently 30% (which is the max) however many of the products/investments we use are closer to 20% and we would love to be able to reflect that.  Thanks :)

shanae.gardam's avatar
shanae.gardam
Social Sightseer
7 months ago

Our team would also love to know if in future, multiple offset/loan accounts are able to be used?

  • lana.graham's avatar
    lana.graham
    Icon for Xplan Product rankXplan Product
    7 months ago

    Hi shanae.gardam , 

    We have a Liabilities initiative proposed on our Roadmap, which would include the option to model multiple offset accounts. 

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