🤓 Xplan Hint: Compare Xtools+ Scenarios

Did you know you can visually compare multiple Xtools+ scenarios side-by-side using the Compare Charts function?

When presenting financial strategies, viewing the potential outcomes of different options is key to help make informed decisions. The Xtools+ Compare Charts function is a powerful tool designed for exactly this. Instead of switching between individual scenarios, you can generate a single set of charts that visually contrast the projections, making the impact of your advice immediately clear.

This feature allows you to select any of your Xtools+ (CALM) scenarios and view their projected outcomes, like Net Assets, Cashflow, or Asset Allocation, on the same graph. It’s perfect for viewing 'current position' versus a 'recommended strategy,' or for comparing two different strategic options. By presenting the data this way, you create a compelling and easy to understand narrative for your clients, helping them clearly see the long-term benefits of your recommendations. It simplifies complex information and brings your advice to life in a tangible way.

How to Compare Charts

1. Navigate to CALM: For your chosen client, go to XTOOLS > XTOOLS+ > CALM. This will show you the list of existing scenarios.
2. Select Compare Chart: At the top of the list of scenarios, click the Compare Chart button.
3. Choose the chart you wish to compare: From the left hand menu select the chart you wish to compare
4. Choose Scenarios: Simply tick the boxes next to the scenarios you wish to compare.
5. Compare: Click the Compare button.
6. View Results: The comparison chart is now visible.  You can change to other charts by selecting them from the navigation menu on the left.

References

Iress Community - Xtools+

Iress Community - Xtools+ Compare Chart Xmerge