Ovation Finance needed a more efficient way of managing their business and the team’s growing workload. They wanted a system that would also produce powerful client and management information, to enable them to better demonstrate the value they were adding.
For them, XPLAN was the clear choice.
The team were impressed by the real-time view XPLAN gave them of their core business activities – things like sales pipeline, activity management, FUM and lead tracking - all provided by XPLAN’s dashboard of reporting tools. They also welcomed the opportunity to test it as many times as they liked, using their own data.
Ovation have now been using XPLAN for over two years and are seeing major efficiencies and benefits, as well as improvements in the quality and amount of information the system gives them which enables them to provide an exceptional service to their clients.
For Ovation, the main benefits of using XPLAN have been:
It's not just the Ovation team that has noticed the difference XPLAN has made. Watch our video to find out what's making their clients say 'wow!'
Call us for a demo
Lifetime Wealth were tired of the issues they were experiencing with their existing back office software, they wanted a more cutting-edge, cloud based solution to better fit and support their growing business. They turned to us and chose our wealth management software solution, XPLAN.
Rainford Financial Services took the leap from Adviser Office to XPLAN. Find out why they say it's one of the best decisions they've made and why they're encouraging other firms to do the same.
Portus Consulting transferred to XPLAN from Adviser Office after reviewing the other software solutions on the market and finding it the best fit for their business.