Discover and analyse client needs with XPLAN's XTOOLS+, a tool tailored for the analysis and modelling of financial planning strategies.
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This powerful and illustrative modelling tool is purpose-built for creating and comparing strategies and scenarios.
Analyse and model across multiple entities.
Perform strategy-based generic modelling over any time frame, including on a projection basis. Modelling is easily confined to a single entity or applied to multiple entities.
A single scenario supports:
- modelling for any combination of individuals, companies, trusts and self managed super funds (SMSFs)
- analysis of inter-entity cash modelling
Perform holistic analysis.
XTOOLS+ combines holistic analysis of client objectives, cash flow, taxation and government assistance, with modelling for investment holdings, property, superannuation, pensions and non-financial (personal) assets.
Integrate with client data.
Choose to manually input data or import it directly from the XLPLAN Client Focus CRM dabase.
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Features
- Analyse client objectives, cash flow, taxation and government assistance
- Scenario modelling
- Support for all entity types
- Graphical and tabular output
- Statement of Advice (SOA) integration
- Modelling for Accumulation Funds and Defined Benefit Schemes
- Intuitive user interface
Product: XPLAN XTOOLS+
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"Create and compare strategies and scenarios."
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