Statement of Advice for Multiple names
Hi Team,
Just want to ask if anyone here has onboarded accounts in Xplan that involved three siblings and not a couple? Do you load them as individual clients in Xplan? If so, how can you prepare a...
lana.graham
Iress Contributor
Iress Contributormargaux.bugante
Are you providing advice in NZ? If so, you would use the NZ Xtools+ Cashflow tool.
The info I shared above was regarding the AU version of Xtools+.
