When your advice business is built on having a brilliant team to deliver results and care for its clients, how do you make sure you are focusing on the right things?
From the start, this team knew that choosing the right technology was critical.
Finding a better way to deliver their service digitally, with Client Portal and Digital Signatures.
With confidence in their value proposition and a strategic technology partnership with us, business is looking good.
After using our Xtools software for cashflow planning alongside Intelligent Office, efficiencies were being lost. It's all changed with Xplan.
Looking for a better way, this business switched to Xplan to get much more from their back office solution.
Hear how Xplan has driven profitability and helped them achieve their growth objectives.
Adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making.
With Xplan this business is seeing visible benefits. Find out what's making their clients say 'wow!'
After moving from Adviser Office to Xplan, they say it's one of the best decisions they've made.