Tracking Client Progress
How do you track clients progress over time?
We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...
luke.watson3
Advisely Contributor
Advisely ContributorGreat question martin.joughin and something I have been grapling with. I would love to see Xplan provide an overlay of the original projection in charts with an up dated projection to easily visualise and track to see if the client is on target to meet their retirement goal and provide an updated visual to understand the longevity of funds.
When martin.joughin poses a question like this, does anyone from Xplan review these answers and provide feedback? primrose.foster
primrose.foster
Advisely Team
Advisely TeamAbsolutely luke.watson3 Our product team welcome feedback that can help improve the customer experience. I will be sharing this with the team, and will let you know what they say.
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