Xplan is complete and comprehensive financial planning and wealth management software for advice practices of all sizes. It helps reduce administration, maximise business opportunities and deliver high impact financial advice.
This session is specially tailored for paraplanners and will provide insights into using Xplan Cash Flow, Assets & Liability Modelling (CALM) efficiently. It will include what's new functions, using key dates effectively, saving and locking scenarios, importing selected client data, and managing balance cap excesses. We’ll also have plenty of time to answer your FAQs!
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