andrew.wilson.0
Xplan Expert
7 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...
courtney.youngblutt
Xplan Expert
7 months agoThe first area that comes to mind for me luke.watson3 is cashflow allocation.
You could create a couple of different default surplus and deficit allocation templates for different circumstances.... I am no paraplanner though so I'm sure andrew.wilson.0 and others would have some great examples of more comprehensive Xtools+ templates could save time & add efficiency!
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