It's XPLAN Prime time

XPLAN Prime is changing the way advice professionals provide scaled advice - delivering flexibility and efficiency to their business and supporting quality outcomes for their clients.

XPLAN Prime is a guided advice solution that enables the provision of objective-based, scalable advice by providing a streamlined, highly optimised and efficient advice and review process.

Prime uses the underlying power of XPLAN’s client management, calculation, portfolio and research functionality; presented in a pre-defined, engaging and simple advice journey which can be used collaboratively with clients.

Prime is suitable for all business models - self-licensed firms, practices in boutique licensees, institutional dealer groups and member based super funds.

XPLAN Prime leverages the powerful advice capabilities of the XPLAN platform to deliver objective-based, scalable advice to meet a range of client needs and helps save significant time in delivering advice to clients.

 

XPLAN Prime

Hear from the people who designed, developed and delivered it

 

It's XPLAN Prime time

 

complete the form below and let us show you how XPLAN Prime can work for your business

or call us on (03) 9018 5800

 

Why it's XPLAN Prime time...

  

Objectives based advice

  • Follows an advice process based on the client’s objectives across multiple scenarios.
  • Includes a review process to track progress toward objectives, assess current strategies and make adjustments.
  • Produces and documents advice in real-time with the client, or in the back-office as an advice engine post meeting.

Simple, fast and efficient 

  • Single user interface simplifies the advice process while accessing powerful XPLAN functionality.

  • Seamless process increases efficiency and reduces cost to provide advice.

  • Engage with a higher volume of clients and clients for whom cost may have previously been prohibitive.

Strategy optimisation logic 

  • Optimiser, XPLAN Prime’s strategy based modelling tool, assesses options (based on criteria set by the adviser) and determines the most appropriate strategies and recommendations to achieve the client’s stated objectives.

  • Increases consistency of advice and reduces time taken by advisers in manually modelling and comparing multiple strategy and product options.

Multi-channel capability 

  • Supports engagement and delivery of advice via face to face, telephone and digital.

  • Enables provision of advice according to the client’s preferred method, time and budget.

  • Streamlined process provides a consistent level of service and advice across all channels. 

One unified solution

  • One simple and intuitive user interface.

  • One seamless exercise from KYC to advice document to implementation, with no re-keying of data.

  • One set of compliance rules, one set of advice documents, one client file.

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