Blog Post

Xplan Hacks
2 MIN READ

Transform your advice conversations with Visualise

Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
12 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 12 months ago
Version 3.0
clients
Visualise
nathan.greenaway's avatar
nathan.greenaway
Virtual Explorer

Hi Hayden, 

Did you receive any updates on your query about using Visualise to illustrate a client's progress over time and comparing their progress with previous years? 

yuliatjhin377's avatar
yuliatjhin377
Icon for Iress Team rankIress Team
3 months ago

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
    Virtual Explorer
    3 months 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
      3 months 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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