Financial Planner Ovation Finance
Managing Director, Russell Ulyatt Group
Studio 61 Wealth Management
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.
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!'.
Why UK financial advice firms are demanding more from their software.