Slide 1: Efficient. Effective. End-to-end.
Efficient. Effective. End-to-end. Xplan platform iress.com/xplan
Slide 2: Tell me how it will help me
Tell me Operating an advice business is challenging and complex, as you The technology you rely on needs to deliver on all of the above, fit your advice model and business how it will balance the commercial need for operations, and work for you, not against you. efficiency and profitability, the Ire
Slide 3: Show me what it looks like
Show me what it looks like View a client’s entire portfolio. Xplan platform
Slide 4: I can only say, move to Xplan as soon as you possibly can.
I can only say, move to Xplan as soon as you possibly can.” Rainford Financial Services News, diary and tasks all on one screen to make managing your day easier. Recently refreshed, Xplan’s navigation is more intuitive and efficient to use. Xplan platform
Slide 5: Can you break it down for me?
Can you Client data & information Providing an effective and powerful client database The spectrum of advice & adviser involvement break it down and relationship management system for your advice business. Xplan supports the delivery of all types of personal advice—from clients with simple needs req
Slide 6: Strategy development & modelling; Research & comparisons
Strategy development & modelling Research & comparisons Critical to the discovery and analysis process are Research and comparisons form the basis of sound Risk Researcher (Australia, New Zealand, the Xtools calculators and Xtools+ modelling tools. financial recommendations and advice. Xplan South A
Slide 7: Advice recommendations, Portfolio management, Strategy monitoring
Advice recommendations, Portfolio management Strategy monitoring, goal tracking, documentation & execution reviews & reports A complete view of portfolio positions, ongoing At the ‘pointy’ end of the advice process, integration monitoring and management of portfolios is Build and manage an ongoing s
Slide 8: Client engagement, Compliance and risk management, Practice management
Client engagement & experience Compliance and risk management Practice management With increased importance on client engagement, The responsibility of satisfying compliance Effectively manage your practice including client you can provide your clients with the flexibility requirements and managing
Slide 9: Can you draw a picture for me?
Can you draw a picture for me? Client Portal Your client Xplan Financial Knowledge Centre (AU) Client data Strategy development Research & Recommendations & Execution Monitoring, reviews Portfolio Compliance & risk Practice management & modelling comparison documentation & reports management managem
Slide 10: Give me six reasons why I should use it
Give me six reasons 1 A complete suite of functionality Unrivalled breadth and depth of functionality in one why I should use it technology platform. 2 Scalable Suitable for advise businesses of all sizes, from small firms to large operations. 3 Flexible, configurable and modular Fits your specific
Slide 11: Is there any other important information?
Is there any other important information? Pre-configured options Hosting, data security Third-party integration Related software Co-designing & software upgrades with users We offer a fully-managed Xplan Xplan integrates with over Revenue management site coupled with consultancy Xplan is fully hoste
Slide 12: What about service and support?
BR830419 v1 What about service and support? We understand providing great service and support goes hand-in-hand with delivering great software. We pride ourselves on our thorough and timely implementations, reliable and scalable hosting services, robust back-up and recovery procedures, and ISO/IEC c