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!'
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As a highly acquisitive business Succession needed a technology partner that was fit for purpose and could scale alongside with them. They chose XPLAN for its integrated front, middle and back office capability and are now seeing an increase in efficiency saving and revenue since implementing it back in 2015.
Russell Gibson needed a technology solution that enabled them to radically restructure the way they managed and reported on their income streams. This combined with the potential for future flexibility, meant that XPLAN from IRESS pulled ahead of the competition.
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.