XPLAN Prime is a guided advice solution that enables the provision of objective-based, scalable advice by providing a streamlined, highly optimised and efficient advice and review process. It uses the underlying power of XPLAN’s client management, calculation, portfolio and research functionality; presented in a pre-defined, engaging and simple advice journey which can be used collaboratively with clients.
Prime is suitable for all business models - self-licensed ﬁrms, practices in boutique licensees, institutional dealer groups and member based super funds.
Prime’s advice journey is premised on the high-level stages of discovery, facts, current position, analysis, solutions, advice summary and implementation.
Single user interface simplifies the advice process while accessing powerful XPLAN functionality.
Seamless process increases efficiency and reduces cost to provide advice.
Engage with a higher volume of clients and clients for whom cost may have previously been prohibitive.
Optimiser, XPLAN Prime’s strategy based modelling tool, assesses options (based on criteria set by the adviser) and determines the most appropriate strategies and recommendations to achieve the client’s stated objectives.
Increases consistency of advice and reduces time taken by advisers in manually modelling and comparing multiple strategy and product options.
Supports engagement and delivery of advice via face to face, telephone and digital.
Enables provision of advice according to the client’s preferred method, time and budget.
Streamlined process provides a consistent level of service and advice across all channels.
One simple and intuitive user interface.
One seamless exercise from KYC to advice document to implementation, with no re-keying of data.
One set of compliance rules, one set of advice documents, one client file.
65% OF THE TOP 100 WEALTH MANAGERS USE IRESS SOFTWARE
MULTI-AWARD WINNING FINANCIAL PLANNING SOFTWARE
GLOBAL LEARNING, LOCALISED IMPLEMENTATION
Streamline the advice process so that you have more time to deliver the best client outcomes.
Maximise advice opportunities by understanding and engaging with your clients better than ever before.
Plan, monitor and manage your clients’ portfolios with greater accuracy, efficiency and ease.