XPLAN is a leading system proven to save hours of time and drive efficiency across every element of the advice process. Unrivalled in functionality, XPLAN connects with an extensive range of providers and will help you stay compliant minimising risk to your business. With it’s colourful, interactive tools XPLAN also gives you an impressive interface you can share with clients.
Deliver a better service for your clients and future-proof your business with XPLAN.
Russell Ulyatt discuss how XPLAN is helping them deliver an exceptional client service proposition.
Succession discuss how XPLAN has driven revenue and helped them achieve their growth objectives.
* Client feedback 2017: Russell Gibson Financial Management cut time spent on revenue management by 50% and decreased time spent on annual review preparation by 60% | Ovation Finance reduced time spent producing monthly management reports by 70%