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WealthSolver: Retirement Income - best practice
So far, we’ve journeyed through the evolution of WealthSolver, from its SuperSolver roots to its powerful backend configurations, research abilities, and deep dive scenario modelling. But as the Australian advice landscape shifts, so does the complexity of the problems we need to solve. With the Retirement Income Covenant…
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The hidden gems of WealthSolver scenarios
Whether you’re an old hand at WealthSolver or a newbie just getting your head around this indispensable advice tool, there's always more to discover. WealthSolver, like many Xplan tools, is full of hidden valleys, harbouring lesser explored secrets which may make your advice journey that much smoother. Oftentimes, we get…
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🤓 Xplan Hint: A New Way to Consolidate Super.
Did you know you can now roll multiple super funds into a single account on one screen without having to pass the money through a "transfer account" first? Why? The old way of moving money between funds was a bit of a treasure hunt and involved way too many steps. This update lets you consolidate Superfund 1, Superfund 2…
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WealthSolver Research Hub
Who says research has to be a chore? In our previous posts, we looked at how WealthSolver evolved from its ‘SuperSolver’ roots into a powerhouse for compliance and automation. But if you’re only opening WealthSolver when you’re deep inside a client’s file, you’re missing out on half the fun. Welcome to the WealthSolver…
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🤓 Xplan Hint: Customising Life-Stage Spending in Retirement Income
Did you know you can model "active" and "passive" retirement phases in Xplan’s Retirement Income solution by stepping down a client's target income at a specific future date? Why? Most clients spend more in the first decade of retirement (the "go-go" years) than they do in their 80s. Modeling a flat $50,000 p.a. for 30…
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6th May AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is continuously improving and, understandably, that can come with a stack of questions. This is especially true as we launched our Super & Pension Strategies Revisited update on 23 April 2026. This release is all about removing the ‘memory…