"Xplan helps us provide a first-class service, whatever's happening in the world”

It’s a particularly tricky time for British expatriates in Europe. COVID-19 and years of Brexit confusion are making life more complex for anyone living on the continent.

Despite this, expatriate tax and wealth expert, Blevins Franks, is feeling positive thanks to increased demand for their services, confidence in their value proposition, and a strategic technology partnership with us.

COO, Nigel Green, explains how Xplan is enabling the business to stay strong in all market conditions.

"We've seen how essential technology is to what we do"

“Many of our clients are concerned with Brexit, and the implications both inside and outside the EU. Recently there have been travel restrictions as a result of COVID-19 to consider too.

As a business and a partner to our clients, we need to be responsive and support our clients by finding ways to deliver value. The coronavirus crisis has shown how essential technology is to all that.

With Xplan and Client Portal we're able to provide a first-class service to our clients, whatever's happening in the world.

All our services are in the cloud and our Iress platform was in place before the pandemic so we were ready to operate from home, 24/7."

"We can rely on Xplan"

"With all the market volatility, more clients have been using Client Portal to check the value of their assets. It's shown we need more technology like this to take us forward.

Xplan has brought stability to our business. From a regulatory standpoint, it helps us get the data we need swiftly. When we had various regulators checking in on what was happening after the initial height of the crisis, we were able to say confidently that we were in very good shape.”

When regulators checked in on us after the initial height of the crisis, we were able to say confidently we were in very good shape.

Nigel Green
Chief operating officer, Blevins Franks

"We need a strong partner like Iress"

"I've no doubt even though we are heavy users of Xplan, there is a whole lot more it can do for us. The pandemic has forced all of us to use technology and to use it better. We want to introduce more technology, that is easy to use, and we need to do that with a strong partner like Iress.

So, we've got a team looking at what else we can bring to the table. For us, it's about longevity and we want to take advantage of everything Iress is developing to take us forward."

We are very happy with the progress we have made with Iress.

Nigel Green
Chief operating officer, Blevins Franks

Find out more

Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life. Discover what it could do for your business.

Watch the video

Other case studies

Succession - UK

Hear from Succession on how the adviser technology and wealth management solution Xplan has driven profitability and helped them achieve their growth objectives.

Find out more

Redworth Caledonian Associates - UK

Redworth Caledonian switched to Xplan as they needed much more from their back office solution.

Find out more