Financial Planning

XPLAN

Rainford Financial Services made the decision to move from Adviser Office to XPLAN and say it's one of the best decisions they've made.

Although they had been using Adviser Office for many years and liked the system, they felt XPLAN was a natural progression and had far more to offer in terms of its functionality and capability. 

Rainford received full support from our migration services team who worked with them to ensure XPLAN was populated with clean, accurate data and fully configured ready for them to start using as quickly as possible.

Amongst other things, Rainford say the best things about XPLAN are its breadth of information, capability, and its interface, which is very easy to use. They also say the analysis tools will be invaluable for their business and that they feel well supported through our training and phone support services. 

In the video, Simon Rigby, Financial Services Director, at Rainford strongly encourages anyone considering a move to XPLAN to do it straight away.

 

Journey to XPLAN

Rainford Financial Services discuss their move from Adviser Office to XPLAN and say it's one of the best decisions they've made.

Other Case Studies

Financial Planning

Ovation Finance

Ovation have been using XPLAN for over two years and are seeing visible benefits including valuable time savings and greater efficiency. And they're not the only ones who've noticed the difference, find out what's making their clients say 'wow!'.

Financial Planning

Portus Consulting

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.

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