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.
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.
“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.”
• 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
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.
Training to help you get the most out of XPLAN.
Maximise advice opportunities by understanding and engaging with your clients better than ever before.
Plan, monitor and manage your clients’ portfolios with greater accuracy, efficiency and ease.
Helping you to meet your regulatory demands more easily and save time every month.