Highly functional
Maximise your client service offering and manage every aspect of your business flawlessly using rich capability for front, middle and back office.
XPLAN is the complete advice solution for firms of any size, from the smallest IFA to the largest network and nationals.
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.
Deliver great outcomes
Reduce overheads, maximise business opportunities and efficiently deliver complete and compliant financial advice and solutions to your clients.
Cloud based
Can be accessed wherever you are from any device, supporting you in the delivery of efficient, responsive and exceptional client service.
Features
- Complete wealth management solution
- Supports all business types and models
- Flexible, modular
- Agile, scalable
- Cloud based
- Desktop, tablet, mobile
- Fully hosted and supported
- Simple, intuitive design
- Client online access
Functionality
- Client information and relationship management
- Advice strategy development and modelling
- Research and comparisons
- Advice recommendations and documentation
- Advice execution and lodgement
- Client portfolio management
- Client engagement and experience
- Compliance and risk management
- Practice management
- Revenue management
Benefits
- Improve efficiency - streamline and automate your processes, saving valuable time
- Modular and flexible - covers every aspect of the advice process and tailors to your needs
- Improve your customer service - impress your clients with interactive modelling and reporting tools
- Keep your business compliant - reduce risk through automated audit trails and records
- Access your client data anytime, anywhere - an online solution, accessible from multiple devices
- First class industry connections - integrates with all the main third party providers and platforms
- Enable clients to access their portfolio, manage their details and contact you via the XPLANtouch mobile app
Increase efficiency, reduce costs and improve service
Watch the video to see why XPLAN is the only financial planning software solution you will ever need.
What our customers say
"I can only say, move to XPLAN as soon as you possibly can."
"XPLAN is helping us deliver better reporting and visibility across our processes."
"XPLAN enhances the client experience and improves our efficiency."
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