"XPLAN gives us comfort that we are future-proofing our business."

Financial Planning

Aberdeen-based advisory firm Russell Gibson Financial Management Ltd has joined the growing number of financial planning firms moving to XPLAN.

Paraplanner Duncan Forrest shares their experience from the moment they identified the need for a new system through to his experiences of the implementation phase. He also discusses how they made the switch and the results and benefits they have achieved for their business.

How to make the leap to a new technology system

Knowing the right time to change your wealth management software is key.

But where do you start? Financial advisory firm Russell Gibson has the answers.

 

How to successfully implement a new technology system

Tips from financial planning firm, Russell Gibson.

What's involved in a software implementation and how can you ensure it's success?

 

Results you can expect when you move to XPLAN

Reasons to change your wealth management software.

What results have Russell Gibson seen after making the switch to XPLAN?

 

book_a_demo_red_button.png

XPLAN is the complete wealth management and financial planning technology solution for adviser firms of any size. Designed to enhance and streamline processes across the front, middle and back office, XPLAN is a reliable, cost-effective solution for UK advisers.

Other Case Studies

Financial Planning

Succession

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.

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

Redworth Caledonian

Redworth Caledonian discovered that a switch to IRESS and XPLAN was not only painless but hugely beneficial to the business. The firm’s previous system offered limited functionality and failed to justify the on-going cost and the move to XPLAN was seen as crucial in helping them to achieve their business goals.

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