Most RecentMost ViewedMost LikesYour guide to modelling in Xplan Throughout this guide, we’ll explore how the Xplan advice toolset facilitates easier, faster scenario modelling. Client conversations just got more interesting Conversations are the core of the adviser/client relationship: they’re a golden opportunity to demonstrate the kind of value technology could never replace. A simpler way to model complex advice Last week, we discussed how Xtools can help you seamlessly model different client scenarios. But what if you need to go deeper? Retirement modelling tips and tricks Let's make the most of Xplan's modelling suite. The power of precision modelling Modelling "what-if" scenarios is a powerful way to demonstrate the impact of clients' financial decisions. Xtools, a component within Xplan, allows you to do this seamlessly. How Xtools+ can help you evaluate investment bond strategies with precision, accuracy and speed Explore the role of investment bonds in a financial planning strategy and how you can quickly evaluate their use for your clients. Your paraplanning questions, answered We recently hosted an AMA on all things paraplanning. What did we learn? HEAS: another way to access equity from the home The Home Equity Access Scheme (HEAS) is becoming more popular as income-poor retirees look for ways to improve their retirement income and lifestyle. Demonstrate retirement outcomes better with Visualise Road-test more retirement strategies together with clients and make tweaks on the go, without jumping back and forth to Xtools+. The executive chef mindset Much like the executive chef who manages a well-oiled Michelin-star kitchen, the Xplan champion is key to making sure your advice technology works for your practice.
