Comprehensive retirement and investment advice tools for Australia.
Xplan WealthSolver gives advisers an efficient and compliant way to compare and deliver retirement and investment planning advice with the aide of comprehensive comparison tools.
Incorporating data on over 890 superannuation, pension and investment products, Xplan WealthSolver compares key criteria, presents data in a concise and easy to read format and makes rollovers and consolidation easy.
Compare features, fees and performance easily.
- Incorporates data on over 800 superannuation and pension plans.
- Sources quantitative investment funds information from FundData - a specialised, independent fund data collection and supply business.
- Provides data prepared under ISO9001 accredited processes.
- Integrates with Iress Portfolio System.
Want to learn more about Wealthsolver?
Contact us now to find out how our software can help your business get better results.
