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Using our financial advice software Xplan, Sydney-based firm Birling Wealth Management have streamlined their operations and save around 10-15 hours in onboarding clients.
Guest contributor | 1 min read
How our integrations with strong partners are enhancing the advice process for Xplan clients and users.
Mark Loosmore | 2 min read
Advanced Asset Consultants, based in Scotland, had been using our Xtools software for cashflow planning alongside Intelligent Office (iO). However, it was clear things weren't as easy or efficient as they could be.