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Xplan Hacks
2 MIN READ

Transform your advice conversations with Visualise

Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
10 months ago

At the click of a button you can help clients see their financial position and the impact of your advice.

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...
Updated 10 months ago
Version 3.0
clients
Visualise
yuliatjhin377's avatar
yuliatjhin377
Icon for Iress Team rankIress Team

Hi Hayden and Nate_Greenaway

Thanks for your questions.

You can indeed compare two scenarios in Visualise (i.e., one current scenario with one backdated scenario) to illustrate a client's progress over time. Currently, you can compare scenarios starting as early as 1 July 2023.

In 2019, we introduced backdated scenarios so you can compare scenarios in Compare Charts (Xtools+, not Visualise). Check out this Iress Community article for more information.

However, clients cannot comment on the graphs or track historical data in Visualise. We will consider this for future development.

Thanks!

nathan.greenaway's avatar
nathan.greenaway
Curious Observer
18 days ago

Hi Yulia,

Thanks for your reply. Is it possible to compare scenarios, such as last year versus this year, using Visualise through the Xtools+ wizard rather than going directly through Visualise? It seems this can't be done. 

Thanks!

  • lachlan.fuller's avatar
    lachlan.fuller
    Icon for Iress Contributor rankIress Contributor
    15 days ago

    Hi nathan.greenaway ,

    Whether you access Visualise via Xtools+ or the Hubs, you will be able to compare scenarios that are linked to the same Case.

    I am happy to walk you through this funcationality in a screen share session if you like.

    Regards

    Lachlan

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