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
joshua.heath's avatar
joshua.heath
Valued Supporter
7 months ago

Hi lana.graham :)

Second question please

When a client reaches Age Pension Age for example at the start of March, that entire financial year will be excluded for Age Pension due to the tests being reconciled at the start of the financial year. We are needing to use a Key Date at the moment, but would like to confirm if there is any potential development for this functionality to be updated to allow pro-rata reconciling for when client reaches Age Pension age?

Thanks

Josh

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