Adviceworx is an independent financial services company whose core business is the professional management of financial adviser networks and practices. Based in Johannesburg, it has around 100 financial planning partners and 10 portfolio managers across 52 locations in South Africa.
Advicework’s client promise is underpinned by a deep belief in its technology-enabled advisory process. Adviceworx has been an Iress client since 2014 and its use of Xplan and CommPay helps achieve its client promise.
We want to make it as easy as possible for our clients to get in touch with us. Xplan was configured to our operating model and with our back office trained to use it, our advisors get more air time with clients.
Redworth Caledonian switched to Xplan as they needed much more from their back office solution.
Hear from Mark MacSymon from Private Client Holdings on how adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making.