Streamlining financial advice with technology

When Birling Wealth Management opened its doors 18 months ago, the team knew that choosing the right technology was critical.

They were looking for more control over client experience, to meet their mission of being the best at what they do and leading with technology.

Here's what the team at Birling had to say about their journey so far, and how Xplan has streamlined their operations, and freed up their time to focus on creating a world leading client experience.

With Xplan we can save 10-15 hours in onboarding clients.

John Hazell
Principal Partner, Birling Wealth Management

To find out more about Birling Wealth Management