Welcome to the Built for Better hub. If you want to build a better advice business, you've come to the right place.

This is where you can get free resources and support to help your practice thrive, all from the financial advice technology experts behind Adviser Office and Xplan.

Want to sharpen your digital strategy, be more awesome with automation and put some sizzle in your service? We've got you with inspiring articles, top tips and the right technology and tools to help your business perform at its best.

If you need our help we are here for you, just fill in the form opposite and one of the team will contact you.


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Sarah Atkinson
Head of Account Management

Contact your account manager today

Featured articles

Would your business benefit from a data Spring clean?

Tips and advice from the experts at Iress for changing your practice management system smoothly and successfully.

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How to be a digital advice success story

Which of these common barriers are holding your business back?

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We moved to Xplan and haven't looked back

Switching to a new system is a big decision for most businesses - even when you know it’s the right one to make. Charlie Nicholls, partner at CPN Investment Management, talks about moving from Adviser Office to Xplan and why they haven’t looked back.

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Get more inspiration from these

How to embrace technology change

Tips to help you shift your mindset and get ahead.

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How to build a better performing advice business

It's time to get data-savvy and automate more of what you do.

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What acquirers look for in an advice business

How to get an easier sale and better purchase price.

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Why it’s time to shake off the legacy value of paper

Still clinging to paper processes? It's time to stop says Sarah Atkinson.

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A ticket to digital success

Down-to-earth tips to help you scale up and accelerate into a new frontier.

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Five ways to engage financial advice clients in 2022

How to be as sticky as Spotify, or as data-driven as Netflix.

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Move up to Xplan

To create real value, you need to do more of what makes you brilliant, and less of the stuff that slows you down. Financial advisers need to work from anywhere and don’t want the extra hassle of having to do admin like manual updates every day - who’s got time for that?

That’s why it’s time to upgrade to Xplan - the online financial advice software that helps you perform at your best every day.

More about Xplan

Meet our account managers

Account Manager Shelly Woodfield
Account Manager Rosie Sang
Account Manager John Orrett
Account Manager Natalie Jesudason