Media Releases / Financial Advice

New benefits for advisers using XPLAN’s Financial Knowledge Centre have been added in the latest version of XPLAN, including the ability to initiate distribution of content directly from XPLAN and an audit trail for fee disclosure statements. 

XPLAN’s Financial Knowledge Centre provides advisers access to content including several hundred articles, videos, checklists and learning modules covering topics such as cashflow, debt, superannuation, insurance, estate planning, tax, investments, SMSFs and the soon-to-be-released aged-care module.

Advisers also have the ability to customise their content, for example adding their own content or leaving out content that isn’t relevant to their clients.

IRESS Knowledge Centre Product Manager, Rob Skinner, said the new benefits met growing demand from advisers to provide quality content to their clients as part of engagement and demonstrating the ongoing value of the advice relationship.

Mr Skinner said: “We hear consistently that the biggest challenge advisers face in producing content for clients is curating and distributing content, without adding excessive workload.”

The most recent release of XPLAN sees the Financial Knowledge Centre content fully integrated with XPLAN.

“Advisers can use and customise the monthly newsletter template produced by the Knowledge Centre, which is sent to clients through the XPLAN Campaign function. An entry is then made in the client’s note section and in the audit trail.

“XPLAN users are able to customise and send personalised newsletters and updates to their clients, with the content tailored to their specific demographic and interests, direct from XPLAN.”

New content, including articles and animated videos, is added to the Knowledge Centre every month to ensure practices have a fresh and growing source of material to keep their clients and prospects engaged.

All content is produced by professional financial writers and the learning modules are approved by Deakin University. Advisers can also have their own fully hosted and practice branded Financial Knowledge Centre website.

 

Media enquiries:

Kelly Fisk

+61 (0)402 412 181

kelly.fisk@iress.com.au

 

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