XTOOLS+ - Overview and Navigation
XTOOLS+ offers broad functionality that enables more accurate scenarios and projections. Your business will have one central suite of tools to help your clients quickly gauge their past, present and future financial situation.
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Benefits
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Easier Scenario Modelling: Perform a wide range of simulations and projections that you can easily save and compare with rich visual tools to demonstrate strategies.
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Faster Reporting: Combine with XPLAN’s Client Focus module, to effortlessly merge the scenario results into a compliant statement of advice with no double handling.
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Better Consistency: The centralised XTOOLS+ engine brings consistency to all your calculations and projections.
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Further information on XTOOLS+ Compare here
Learn about the Model Office XTOOLS+ scenario recommendations.
Further information on XTOOLS+ Scenario here
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Pre-Retiree: SMSF Strategies
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 22, 2018)
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Wealth Accumulator
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jul 24, 2018)
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Wealth Starter
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on May 24, 2018)
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