Did you know you can use Visualise to help your clients feel connected to a tangible future when talking Aged Care? Visualise provides an easy, intuitive ,and interactive way to model aged care possibilities with your clients. With Visualise you can: Enter client data quickly Model aged care entry (fees and income support)…
Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes? Instead of spending your first meeting collecting data, use Visualise to engage your clients right from the start and effectively demonstrate the value of your…
Over the past few weeks, our in-house Xplan experts have shared valuable insights into Xplan’s modelling tools – Xtools, Xtools+ and Visualise – focusing on retirement scenarios. Now it's time to take a look at some tips and tricks to help you make the most of these tools. Don't forget about Xtools Whilst Xtools+ can be a…
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar? The value a financial adviser offers their clients, through goals-based strategic advice and a focus on long-term outcomes, is evident to those of us in the industry. But in today's world of…
I recently jumped onto Advisely to answer all your questions about Xplan Visualise and Client Portal. Here are four of the most interesting conversations that came out of my AMA: Q: Is there any plan to connect Visualise with Xtools+? Is there (or could there) be a way to pull a scenario from Xtools+ to be shown in…
Until now, the only strategies you could model in Visualise were a work transition, entry to aged care, property sale and property rental. With the latest updates, you can model an account-based pension and downsizer contributions to super. It means you can road-test more retirement strategies together with clients and…
When we talk to advisers, they often tell us that advice generation is the number-one bottleneck in their process. It’s what slows them down, keeps them preoccupied and stops them from actually spending time in front of clients. And from the client’s perspective, these feature delays are what stand between them and…
What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients better understand their financial position, possibilities and recommendations. Why should you use Visualise? * Client engagement:…
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