With Xplan Prime, software that delivers high-quality, personalised advice to more people, more efficiently.
Xplan Prime makes it easier to deliver an efficient advice and review process for clients with simple advice needs. Integrated with Xplan as one advice platform, Prime enables advisers to produce and document objective-based advice in person, online or by phone.
The result? Better advice for more clients, more options for financial advisers and more efficient advice businesses.
Xplan Prime helps our financial advisers deliver advice quickly to our members while maintaining the ability to tailor recommendations and optimise strategies for each client.