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...

advice servicing

client engagement

investments

luke.watson3

Advisely Contributor

8 months ago

Great 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

martin.joughin

Valued Supporter

8 months ago

luke.watson3 that's exactly what we've been thinking.

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