
Highly functional
Maximise your client service offering and manage every aspect of your business flawlessly using rich capability for front, middle and back office.
With an integrated suite of front-office sales tools, middle-office advice tools and back-office administrative tools, XPLAN enables you to run a profitable, efficient and compliant advice business, whilst helping you deliver even greater value to your clients.
Maximise your client service offering and manage every aspect of your business flawlessly using rich capability for front, middle and back office.
Reduce overheads, maximise business opportunities and efficiently deliver complete and compliant financial advice and solutions to your clients.
Can be accessed wherever you are from any device, supporting you in the delivery of efficient, responsive and exceptional client service.
Watch the video to see why XPLAN is the only financial planning software solution you will ever need.
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