Strategy Modelling

XPLAN's strategy based modelling tool, Xtools+, is tailored to the analysis and modelling of strategies for financial planning entities. Xtools+ lets you create multiple strategies and scenarios for comparison.

Xtools+ combines holistic analysis of client objectives, cash flow, taxation and Government assistance, with modelling for investment holdings, property, superannuation, pensions and non-financial (personal) assets.

A single scenario in Xtools+ supports:

modelling for any combination of individuals, companies, trusts, self managed super funds (SMSFs)
analysis of inter-entity cash modelling

Features

Analysis of client objectives, cash flow, taxation and government assistance
Scenario modelling
Support for all entity types
Graphical and tabular output
Statement of Advice (SOA) support
Modelling for Accumulation Funds and Defined Benefit Schemes
Intuitive user interface

Need more information?

For more information about the IRESS client management solutions, please contact us.

SOLUTIONS