lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
2 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
ashleigh.fox's avatar
ashleigh.fox
Network Navigator
2 months ago

Hi Lana,

We have users requesting the ability to model four trusts within one scenario. Do you see this as being a feature on any future roadmaps? What do you recommend as a workaround to this currently? Thanks

  • lana.graham's avatar
    lana.graham
    Icon for Iress Contributor rankIress Contributor
    2 months ago

    Oh wow ashleigh.fox  that's allot of trusts! That's not a feature we will be adding to Xtools+ any time soon. I would consider whether any of the trusts could be modelled in a simpler way. Can you enter any of them as a financial asset, owned by one of the other entities? 

    You will need to share a few more details for further help on this. Feel free to use Xtools Connect for this, considering that its quite an advanced strategy to model. 

    More details here: 
    XTOOLS Connect - a new way to collaborate with the Xtools team! (Australia)  

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