Calculators
Identifying clients needs which will result in business opportunities is central to any adviser based wealth management business. Our Xtools suite of calculators does just this in a simple, logical and easy-to-use interface.
As a marketing tool, Xtools lets you clearly demonstrate concepts visually to your clients, regardless of the complexity of the underlying calculations.
To the user, Xtools offers rich functionality, with benefits including:
- illustrative charts and tables
- optimisable input values
- unlimited scenario-based projections
- ability to store all client scenarios for integration with financial plans in Microsoft Word.
Features
- Graphical and tabular output
- Calculators for investment, retirement, taxation, insurance, debt, lifestyle goals, and Centrelink
- Supports scenario modelling
- Assumptions update automatically to correspond with legislative updates
- Consistent calculations
- Statement of Advice (SOA) support
Need more information?
For more information about the XTOOLS calculators, please contact us.