andrew.wilson.0
Iress Contributor
Iress Contributor🤓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.youngbluttIress Contributor
Iress ContributorThe 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!
Recent Discussions
Related Content
Hi,
I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create ...
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into...
