Xplan Model Office makes it easier, delivering a customised Xplan site to advice businesses. Work directly with Iress consultants to get started, choose from a suite of customisable advice templates, workflow processes and reports—helping you convert more leads for your practice.
The result? A fully-managed integration of Xplan and a faster way to achieve a compliant, accurate and efficient service.
Xplan Model Office is currently available for financial advisers operating in Australia, New Zealand and APAC.