You can’t run a successful advice business from a desktop anymore. 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 do more of what makes you brilliant.
We’re upgrading Adviser Office users to Xplan free of charge. That’s right:
- Free data migration
- Free Xplan implementation
- Free client portal
- Unlimited free document storage
- Unlimited free online training
With the help of a fabulous support team too (that’s us by the way).
If that all sounds too good to be true, you haven’t seen anything yet.
Watch the demo to see Xplan in all its glory. Then, take a closer look at some of Xplan’s best features in our playlist. Want more? Download the factsheet and read the FAQs. If that’s got you excited and ready to go, you can book your free upgrade right away.
If you've still got some questions, don't hang around. Get in touch with your Iress account manager for a chat.
What makes Xplan better?
Cloud based
Always up-to-date
Use anywhere on any device
Client portal
Digital signatures
Time-saving integrations
“We wish we’d moved to Xplan sooner”
CPN Investment Management
Get to know Xplan
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Xplan’s best features
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"We moved to Xplan and haven't looked back"
Charlie Nicholls, partner at CPN Investment Management, talks about moving from Adviser Office to Xplan and why they haven’t looked back.
Why upgrade to Xplan?
A better way of working
- Use on any device, anywhere
- Always up to date with the latest information
- Unlimited document storage keeps everything in one place
Move with the times
- Securely hosted in the cloud
- Deliver service 24/7 via the client portal
- Automate more of what you do
Free up your business
- Manual updates will be a thing of the past
- No more costly hardware and maintenance
- Eases the burden of reporting and compliance
Stepping up to Xplan
Read our announcement to Adviser Office users about upgrading to Xplan. (NO CONTENT)
What happens when you upgrade to Xplan?
Find out what to expect and read our tips for a successful transition.
Xplan factsheet / packages
Take a look at our factsheet for an overview of everything Xplan has to offer. (NO CONTENT YET - LINK TO NEW FACTSHEET/PACKAGES?)
