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.
Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch.
Implementing Xplan Model Office has made an enormous difference to our productive capacity in generating advice documents.