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 make tweaks on the go without jumping back and forth to Xtools+.
Take a look and comment to let us know what you think.
Want the full update? You can download the Product Roadmap, or for a deeper dive, watch the webinar recording here.
Published 3 months ago
Version 1.0Advisely-Team
Advisely Team
Joined October 25, 2023
Xplan Hacks
Tools (and tricks) of the trade.