Home Media Centre Wealth news XPLAN Tops Software Ratings Again

XPLAN Tops Software Ratings Again

Monday, June 28, 2010

XPLAN's motive to combine improved efficiency with increased and measurable productivity has again ranked it as the platform of choice amongst planners.

IRESS' focus for XPLAN is to aid planners in operating more efficiently, and with increased and measurable productivity. The recently released results of the 2009 Investment Trends Planning Software Report backed up this motivation, when they rated XPLAN as the platform with the highest overall satisfaction amongst planners for the fifth consecutive year.

Increased legislative/compliance requirements and higher levels of competition mean planners are more than ever torn between needing to streamline their workflow, and deliver more personalised service. XPLAN’s tools for engaging clients in the planning process do just this. Empowering clients by engaging them in the planning process, XPLAN reduces the need for planners to manipulate client data, guaranteeing data integrity.

XPLAN is rated as leading the market across the following functional areas:

  • Client relationship management (CRM)
  • Online accessibility
  • Fact find and needs analysis
  • Portfolios and reporting
  • Practice management
  • Modelling capabilities
  • Datafeeds
  • Integration.

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  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
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