andrew.wilson.0
Iress Contributor
Iress Contributor🤓Xplan Hint: Model changing investment profiles in CALM
Did you know you can model changing investment profiles in Xtools+ using Life Stages?
As clients move through different phases of life, their risk tolerance and investment needs shift. That’s where...
courtney.youngbluttIress Contributor
Iress ContributorLove it! Thanks Andrew! Such a great way to easily reflect real life changes to risk tolerance in Xtools+
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