andrew.wilson.0's avatar
andrew.wilson.0
Icon for Iress Contributor rankIress Contributor
3 months ago

🤓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 bui...
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luke.watson3's avatar
luke.watson3
Icon for Advisely Contributor rankAdvisely Contributor
3 months ago

I really love all this shared knowledge. I would like to see if I can implement this. What would be a couple of examples where a template would be suitable?

consitent risk profile changes I.e. risk profile reducing at retirement? 

  • andrew.wilson.0's avatar
    andrew.wilson.0
    Icon for Iress Contributor rankIress Contributor
    3 months ago

    luke.watson3 further to courtney.youngblutt suggestion, I like to have scenarios templated that I use frequently. 

    For example, if you are regularly creating scenarios for starting an Account Based Pension or Commencing Salary Sacrifice.  These can be templated then you are only modifying the inputs rather then having to create from scratch each time.

    You may find that you want to have separate templates for single clients and couples.  Work out a naming convention that works for you and your business and everyone can work off the same set of templates.

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