Help your clients visualise their future

The paraplanner of the future

Once, paraplanners were like caterpillars – destined to become adviser butterflies. Is a new metamorphosis underway?

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Transform your advice conversations with Visualise

What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients bett...

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Demonstrate retirement outcomes better with Visualise

Road-test more retirement strategies together with clients and make tweaks on the go, without jumping back and forth to Xtools+.

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Clients don’t want paper

For Deborah Kent, being in the Advisely Index top 10 validated a common theme found across countless client surveys.

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Blog Post

Help your clients visualise their future

Visualise is here to help bring advice conversations to life with engaging and interactive digital tools. At the click of a button you can help clients see their financial position and the impact of your advice.

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