Tell me how it will help me

Setting up your own financial planning software can be time consuming and daunting if you don’t have the right in-house expertise. With XPLAN Model Office, IRESS delivers you a fully-managed XPLAN site coupled with consultancy services, so you get the most out of XPLAN faster.

Based on your business needs, this cost-effective solution provides you with the necessary tools to deliver compliant, accurate and efficient advice to your clients.

 Tell me what it does

 XPLAN Model Office provides you with your own XPLAN site and access to a suite of advice templates, workflow processes and reports that can be used

out-of-the box or customised to meet your business requirements. The solution allows you to add your own branding and disclaimers, plus the ability to make changes to text and reorder documents. With XPLAN Model Office, the IRESS team works directly with you to implement and get the most out of XPLAN both now and in the future. 

Tell me what others think about it

“Model Office is a terrific asset to XPLAN software - the support and customisation offered by IRESS is second to none. This product will prove its value from day one.”

Paragem

Can you break it down for me?

  • Advice wizards to increase efficiency of everyday processes.
  • Pre-configured threads for standardised practice processes and simplified workflow.
  • Practice improvement reporting functions including Funds Under Management (FUM), staff workflow and compliance reports to track the performance of your business.
  • Statement of Advice (SoA) template and wizards (comprehensive, limited or risk only) including strategy text.
  • Fact find document wizard maximises data entry efficiencies (with optional client portal).
  • Template and wizards for compliant Record of Advice (RoA) and Client Review documents.
  • A suite of standard letter templates.
  • Fee Disclosure Statements (FDS) with automation via CommPay integration. 

 

XPLAN Model Office

  • Statement of Advice (SoA) (comprehensive, scaled, SMSF, risk only)
  • SoA Summary
  • Records of Advice (RoA)
  • Client fact finds
  • Future of Financial Advice (FoFA) templates
  • Choice of full or short form fact find wizards
  • Review statement wizard
  • RoA wizard
  • Suite of letter templates
  • Fortnightly releases

XPLAN Site Administration

• Management of your XPLAN licensing requirements
• IRESS builds and configures your XPLAN site build and configuration
• Data conversion management
• Datafeed set-up and troubleshooting
• Helpdesk support and issue escalation

Do you offer a personalised setup of XPLAN for my business?

For a personalised XPLAN setup and experience, the IRESS Advice Efficiency team is available to help. This team brings in-depth industry and product knowledge and the skills and experience required to tailor XPLAN to your specific needs–for the greatest benefit to your business.

 

XPLAN Training

Training to help you get the most out of XPLAN.

 

  • Face-to-face training
  • eLearning

 

Give me 5 reasons why I should use it

Site_Model_Office_Five_Reasons_120418.png

So what's next?

Contact us today to see XPLAN Model Office in action and how it can help your business. 

Call us on (02) 8273 7000 or email xplaninfo@iress.com.au

Related solutions

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept