Forward-thinking!
In 2023, we’ll be working with forward-thinking licensees and advice practices to bring to market a digital advice solution which will be:
- available in your brand
- authorised by you and underpinned by your investment philosophy
- all powered by your instance of Xplan.
Loading... Loading...
Later in 2023 we will look to add insurance and superannuation advice strategies.
These journeys, together with educational content, are intended to help your clients understand, navigate and execute various financial strategies so they can achieve better financial outcomes
