Client management

XPLAN offers powerful client relationship management (CRM) and client online access to manage your client base efficiently.

Capture your clients.

Client servicing is about having relevant information at your fingertips. XPLAN's central database stores all of your client information, from personal contact and financial details to marketing information. Our online access portal allows your clients to enter data directly into your CRM.

Information at your fingertips.

Filter your client data for reporting, marketing and general client communications. Data passes seamlessly between the CRM and all other XPLAN wealth management modules, saving you time and money. A full audit trail keeps track of all client contact history and communications.

Targeted marketing campaigns.

Our CRM solution makes communicating with your clients easy:

• Create and manage mass marketing campaigns via paper mailouts, bulk email or SMS.
• Co-ordinate an event from start to finish, with diary integration, attendee tallying and feedback functionality.

"Centralise client data in our comprehensive fact find and CRM system."