Wealth Management

Virtual meetings any time

Pause and reflect on how much of our work life is now online - new virtual tools in XPLAN.

Wealth Management

Making advice truly paperless

Digital signatures - another step towards increased efficiency in the advice journey.

Wealth Management

Don't forget the humans

You have made the decision to implement a new advice platform such as XPLAN, but what about the humans? Nuala Clamp offers an expert guide on engaging the people in your business to ensure a successful adoption of the new technology.

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