lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
9 months ago

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
client engagement
xplan
dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
9 months ago

Hi lachlan.fuller Is there any plan to connect Visualise with Xtools+? We are external paraplanners so don't use it often, however our advisers like to use Visualise with their clients. Is there (or could there) be a way to pull a scenario from Xtools+ to be shown in Visualise?

Thanks!

lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
9 months ago

Hi Dela,

Thank you for your question.  Visualise is build as a layer on top of Xtools+.  When created, Visualise scenarios are available to view and edit in Xtools+.  And Xtools+ scenarios are available to view and adjust in Visualise.

The main thing to be mindful of is that the Xtools+ scenario needs to be added to your Case to make it accessible in Visualise.

Please get in touch if you would like me to run through the steps needed to make this happen.

Lachlan

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