Most RecentMost ViewedMost LikesAll your SMA questions, answered We recently hosted an AMA on Xplan's SMA capabilities. What did we learn? How Xtools+ can help you evaluate investment bond strategies with precision, accuracy and speed Explore the role of investment bonds in a financial planning strategy and how you can quickly evaluate their use for your clients. Advice toolkit hacks Practices tell us that advice generation is the number 1 process that slows them down. Advice Toolkit solves that - Xplan’s fully supported out-of-the-box kit for financial advice firms. Work smarter with automation and workflows built on best practices.
