Our XPLAN Services

See how our XPLAN solution works

Practice, Technology & Advice Design

  • XPLAN Health Check and Recommendations
  • Advice Document Design Advice Process
  • Design
  • Business Process Improvement
  • Customising XPLAN for your practice
  • Solution design and implementation project management

Advice Design & Development Solutions

  • Fact Find
  • Reverse Fact Find
  • Online Fact Find
  • Client Online Access
  • Full to Limited Statement of Advice (SoA)
  • Advice Reviews
  • Records of Advice (RoA)
  • Investment Portfolio Progress
  • Management and pipeline reporting

Administration & Configuration Support

  • Site administration support
  • Licence and capability management
  • Corporate branding
  • Site customisation
  • Interface and field design

Workflow & Task Management

  • Automated leads process
  • Automated advice process
  • Automated campaign management process
  • Automated emails/letters process

Datafeed Support

  • Datafeed set up
  • Ongoing datafeed maintenance
  • Datafeed troubleshooting

Implementation Training

  • Training workshops
  • System change management specialist
  • Training guide


  • Technology that integrates with your existing business systems
  • XPLAN integration to your website
  • XPLAN integration to your advice tools
  • Reporting solutions that extract maximum information from your XPLAN data

XPLAN Solutions and Advice

See how our XPLAN solution can work for you

Our XPLAN specialists have extensive hands-on implementing technology solutions into advice businesses. We work consultatively with both large and smaller boutique businesses to determine the optimal XPLAN solutions to meet their business needs. We assist clients who are new to XPLAN as well as those who want to expand and optimise their existing XPLAN solution.


Our Testimonials

See what our clients say