If you want to stay safe and connected and ahead of the game, there are a few things you need to put you in the right place. It’s not just a drive to succeed and a strong team, it’s also having the right systems and processes to give you peace of mind so you can get on with delivering results to clients.
You only have to ask the South Africa winner of the 2019 Financial Planner of the Year Award, Hardi Swart, managing director of Autus Private Clients and family office, who chose Xplan to build a better business.
Our workflow is much more streamlined, we have been able to enhance the consistency and quality of our service, and improved the quality of our reports.
Hardi Swart is a CERTIFIED FINANCIAL PLANNER® and the Managing Director of Autus a wealth management company with around 30 employees based in Paarl in the Western Cape, South Africa.
Awarded as the Financial Planner of the Year 2019, Hardi is known for the immense detail of his financial plans and his exceptional personal commitment to his clients. Hardi chose to migrate his business to Iress Xplan financial planning and wealth management software in 2015 to simplify practice management. The transition to Xplan was not just to improve processes and make the business more efficient but to make sure the service offered to clients was world-class.
Commenting on the role that Xplan plays in running an award-winning wealth management practice, Swart says: “Technology is a cornerstone of what we do.
"We need to have the right systems and processes in place to provide a consistent and complete service to our clients. Xplan not only helps us generate comprehensive reports on client portfolios, but it also enables us to streamline our workflow and makes it easier for us to comply with the regulation."
Xplan is the best system available to financial advisors today.
Autus implemented Xplan as an integrated and holistic replacement for a range of fragmented systems and processes, including different planning tools, a mix of CRM systems and Excel spreadsheets. By consolidating administration and advice on Xplan, Autus now has a complete view of each client and their portfolio which enables better planning practices.
“It works like a charm,” says Swart. “We can access our data from a secure cloud-based system anywhere in the world. Our workflow is much more streamlined, we have been able to enhance the consistency and quality of our service, and we have improved the quality of our reports. Iress Xplan is the best system available to financial advisors today.”
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.