Forum Discussion

dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
7 months ago

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
advice production
Insurance
investments
super
technology
xplan
deepika.deepika's avatar
deepika.deepika
Curious Observer

Hi lana.graham , i have a question for company projections in xtools +. What is the best way to show these? from company financials. Is there any tutorial how we go about it?

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
2 months ago

Thanks for your question deepika.deepika !

I worry your post might not be easily visible to the rest of the community as this is an old AMA thread. Would you mind posting it again as a new thread here?

All you need to press is 'Start a Discussion' at the top of the page. Let me know if you need assistance!

Recent Discussions