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.
The safe, secure and simple way to stay in touch with clients 24/7.Learn more
Software for investment management & advice.Learn more
Advice software platform.Learn more