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 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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