Xplan
Model Office
Complete. Ready to go.
Continuously managed.
A simple way to get more out of Xplan faster
Setting up your own advice software can be time-consuming and daunting. 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—so you can convert more leads for your practice. This end-to-end licensee software also provides modelling tools and wizards so you can deliver the best possible advice for your clients.
The result? A fully-managed Xplan site and a faster way to achieve compliant, accurate and efficient delivery of advice.
The cost-effective way to get started with Xplan:
- Your Xplan site fully-managed by Iress.
- A dedicated team for all your Xplan needs.
- Iress Open provides more choice and flexibility around the applications you want Xplan to integrate with.
- Training and consultancy services to help you get the most out of Xplan.
- Assistance with the management and transition of your data.
- Frequent release cycle to keep you up-to-date with regulatory, legislative and functionality changes.
- Templates linked with the Xplan database.
Would you like to know more?
Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch.
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Model Office is a terrific asset to Xplan—the support and customisation offered by Iress is second to none. This product will prove its value from day one.
