-
WealthSolver: the back end
In our previous article, Unlocking the full potential of WealthSolver, we explored how this module serves as the primary engine for product comparison and fee analysis. But as any seasoned Xplan user knows, an engine is only as effective as its calibration. While the "front end" allows you to run scenarios and compare…
-
🤓 Xplan Hint: Easier Key Date Modelling
Did you know you can now add or change Key Dates directly from the Superannuation SOP Transactions and EOP Transactions Input screens without navigating away to projection settings? The workflow used to feel a bit disjointed if you realised halfway through entering data that you forgot to add a "Buy a Home" or "Retirement"…
-
🤓 Xplan Hint: End of Period Transactions Screen
Did you know there is a brand new input screen in Xtools+ specifically for actions that happen at the very end of the financial year? We noticed a lot of workflow friction because things like personal deductible contribution top-ups or spouse splitting were buried in nested menus or only accessible from display screens.…
-
Unlocking the full potential of WealthSolver
Who remembers when WealthSolver was ‘just’ SuperSolver? SuperSolver was built to solve a very specific problem: the complexity of comparing Australian superannuation funds. At the time, industry funds and retail funds had vastly different fee structures, and comparing "apples-to-apples" was a nightmare for advisers.…