Financial Planning


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:

  • Being able to compare current and rebalanced portfolios which help the team to create the best possible recommendations for their clients.
  • Having the ability to synchronise and share diaries across the team which puts them in greater control of workloads.
  • Task automation which has reduced manual inputting and administration and improved accuracy.
  • The speed at which they can generate and run reports, which saves considerable time each day.



Ovation Finance talk about XPLAN

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!'

See XPLAN in action

Call us for a demo

Contact us today

Other Case Studies

Financial Planning

Russell Ulyatt

The move to XPLAN for Russell Ulyatt was prompted by several reasons. They wanted an enhanced, more modern relationship with their clients where they were kept engaged and could interact securely. They also needed a technology solution with enhanced functionality to act as the backbone of their business.

Financial Planning

Lifetime Wealth Planning

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.

Financial Planning

Rainford Financial Services

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.

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept