luke.watson3
Advisely Contributor
Advisely ContributorAI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino.
What is the likelihoo...
luke.watson3Advisely Contributor
Advisely ContributorWouldn’t be nice if XPLAN provided this solution for users!
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Like many users, you may not be using Xplan Wealth Solver to its full potential.
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?
