🤓Xplan Hint: Speed up with Xtools+ scenario templates

Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds?

If you find yourself building the same types of scenarios in Xtools+ (think: super contributions, pension strategies, or asset sell-down sequences), you don’t need to start from scratch every time. By saving a well-constructed client model as a scenario template, you can reapply that structure to new clients with minimal adjustments.

Templates can retain:

• Income and asset structures
• Strategic assumptions
• Modelling (like contributions, drawdowns commencing an Account Based Pension)

Why is this helpful? It standardises how your team models advice, improves turnaround time for strategy reviews, and reduces input errors. It’s especially powerful for practices working at scale or those who want to embed best-practice scenario logic.

Create a scenario once, use “Save As Template,” and next time you start a new Xtools+ scenario, select your saved template. You’ll be surprised how much time this can save.

Jump into Xtools+, build your most-used scenario, and save it as a template. Then try applying it to a different client—see how fast you can go! And if you’re not sure where to start, head to the Iress Community for examples and a step-by-step guide.

You can get more information here Iress Community - XTOOL Scenario Templates