Financial Planning

XPLAN

Warwick-based employee benefits consultancy Portus Consulting has joined the growing number of UK advice firms to choose the fully integrated advice and wealth management solution, XPLAN, to power its business.

Portus transferred to XPLAN from Adviser Office after reviewing the other software solutions on the market and finding it the best fit for their business.

The IRESS team provided full implementation support and care to make the transition between systems as smooth as possible. All of the Portus client services team and account managers are now using XPLAN and are already seeing benefits from the improved Workflow functionality and Cashflow modules which they anticipate will enable them to provide a more efficient client service.

Mark Loosmore, Executive General Manager (Wealth), IRESS, said “IRESS is committed to delivering flexible, reliable and responsive technology that meets the evolving needs of advice businesses. We are delighted that Portus Consulting has chosen XPLAN and that we can continue to support them in providing the very best client service using the latest wealth management technology.”

Tracey Pickering, Client Services Manager, Portus Consulting, said “Having used Adviser Office for some time, we decided to move to XPLAN for the capabilities of the system and its modern feel. We considered other software solutions on the market but found XPLAN to be the most compatible solution for our requirements. The support we’ve received from IRESS during the transition has been great and we’re looking forward to being able to provide our clients with a more efficient service using XPLAN.”

 

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