Essentials is our most popular option for advice businesses looking for a straightforward, fully-supported Xplan advice platform.
Built to include best-practice templates, smart workflows and digital technology for better ways to work with your clients online, Essentials is everything you need to deliver a financial advice service people truly love. We host it, manage it and make it happen. And because it’s cloud-based, you can securely access it from your desktop, laptop, smartphone and tablet.
Download our short guide to find out more.