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…
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…
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