Sian Gulliver | 1 min read
Now in their third year, the Professional Paraplanner Awards seek to recognise excellence in paraplanning, highlighting the contribution of this vital role in advisory firms.
The awards also recognise suppliers who paraplanners believe are delivering the best products, solutions and software that help them deliver great service to their clients. We’re delighted that Xplan has been chosen by the readers of Professional Paraplanner for this award.
Mark Loosmore, Executive General Manager of Wealth, who attended the event, said: “This award has special meaning as it is voted for by paraplanners and so reflects the views of actual users.
“We’ve really focused our development of Xplan on what our clients want, what they would like to see in our software and what business challenges they are looking to solve with technology. Most recently, we’ve refreshed the user interface and released our new client portal - It’s great to see we’re hitting the spot.”