XPLAN contains a suite of simple, logical and easy-to-use financial planning calculators, which offer significant value-add to clients.
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As a marketing tool, XPLAN's XTOOLS lets you clearly demonstrate concepts visually to your clients, regardless of the complexity of the underlying calculations.
XPLAN's XTOOLS offers rich functionality in a logical and easy-to-use user interface. Benefits include:
- illustrative charts and tables
- optimisable input values
- unlimited scenario-based projections
- ability to store all client scenarios for integration with financial plans in Microsoft Word.
Client engagement tools.
XPLAN Engage is a suite of wizard-based transactional advice calculator tools designed for placing in XPLAN Client Online Access. This provides transactional-type users, such as financial advisers and superannuation fund members, with the ability to self-assess their own needs via fast access to limited scope Statements of Advice (SOAs).
XPLAN Engage supports white-label and user interface customisation, allowing you to fully integrate it into your website and brand.
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Features
- Graphical and tabular output
- Calculators for investment, retirement, taxation, insurance, debt, lifestyle goals, and Centrelink
- Supports scenario modelling
- Assumptions update automatically to correspond with legislative updates
- Consistent calculations
- Statement of Advice (SOA) generation
- Client-centric calculator tools for website integration
Product: XPLAN XTOOLS,
XPLAN Engage
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"Quickly identify client needs that present business opportunities
for you."
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