🤓 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 op...

xplan

courtney.youngblutt

Xplan Expert

2 months ago

So quick and easy, yet packs a punch when demonstrating the value of advice - particularly if you compare the current situation, if the client changes nothing at all, against your recommendation! 📈

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