How do you streamline and simplify the advice execution process?

With industry connectivity underpinned by technology
Managing advice execution can be time-consuming and demanding on you and your team. Which is why we’re building a new cloud-based infrastructure capability, underpinned by the Connectivity Network, called Xplan Affinity. It is designed to enable platform and insurance providers to integrate directly with Xplan. Straight-through processing will facilitate seamless client onboarding, trading, insurance applications, advice execution, and client maintenance, as well as reporting. So you can enjoy more get-go and less go slow by cutting out the admin work that slows you down.

Learn more

Key features

  • Streamlined: Automated account opening and full advice execution from within Xplan
  • Connectivity: Enables direct execution capabilities with leading platform and insurer providers
  • Enhanced data accuracy: Built-in validations prevent incorrect data being submitted to platform and insurance providers.
  • More grin, less admin: No more double-handling and data rekeying
  • Coming soon: upgrade to Xplan Affinity expected from mid 2023
Learn more