Pension phase modelling in Xtools+
- 8 months ago
Hi Nathan,
One method you might consider is using Visualise to model these strategies. The benefit of this module, which is included with Xtools+ is that you can model adjustments to Salary Sacrifice, Living Costs, Investment Strategies and Retirement Dates in a single screen and see the effect on the same screen:Have you looked at Visualise previously and from the above animation, do you think it may have some applicability to meeting required income in retirement?
Lachlan
Hi Nathan,
One method you might consider is using Visualise to model these strategies. The benefit of this module, which is included with Xtools+ is that you can model adjustments to Salary Sacrifice, Living Costs, Investment Strategies and Retirement Dates in a single screen and see the effect on the same screen:
Have you looked at Visualise previously and from the above animation, do you think it may have some applicability to meeting required income in retirement?
Lachlan
- nathan.greenaway8 months agoVisiting Enthusiast
Hey lachlan.fuller
Recent Discussions
Best Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...michelle.butler.020 hours agoNetwork Navigator3Views0likes0CommentsSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young22 hours agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt2 days agoIress Contributor7Views1like1Comment🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...andrew.wilson.02 days agoIress Contributor24Views2likes2Comments