Demand more from your integrated wealth management software. More choice, more flexibility and better capability.

 

Having the right tools to help your clients make their important decisions can add value and save time. With XTOOLS you'll be able to quickly assess your clients' needs, look at different scenarios and help your clients to better understand their options - no matter how simple or complex.

Fill in the form below to join our XTOOLS masterclass.

“XPLAN has provided the functionality to embed and align my value proposition, compliance, marketing strategy, client profitability, and fees structure seamlessly ’.”

Melony Jacoby
MVest Finance

Want to talk? Call our us (010) 492 1111.

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