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Having the right tools to help your clients make their important decisions can save valuable time. Business Development Manager, Andrew Schmidt, talks about XTOOLS' joint planning tools in XPLAN.


With XTOOLS you’ll be able to quickly understand your client and their partner’s needs. Review different scenarios and help your clients understand their options – no matter how simple or complex. Support your clients in making their important decisions together by conducting joint retirement planning.


Retirement Planning

  • Calculate your client and their partners pre-retirement savings required to meet their goals.
  • Preform a range of simulations and projections through modelling investment data, projection time frames and current retirement funds.
  • Easily save and compare results, making it easier to assess and explain the different options visually.


Improved Reporting

  • Effortlessly merge results into either a concise or comprehensive wizard driven report with no double handling.
  • Use the reports to engage on recommended and agreed results, or cash flow over the retirement period.


Please make contact with your XPLAN Client Relationship Manager to further discuss any of the available functionalities within XPLAN.









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