Robust client software that facilitates the capture and storage of all client information, and effortless client relationship management (CRM).
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The Client Focus database underpins XPLAN, and at its core stores all your fact find information including financial details, risk profile and personal interests. Data passes seamlessly between Client Focus and all other XPLAN modules, saving you time and money.
Capture all client data.
Tailor the database and interface to suit your specialist advisory firm - collecting detailed client data relevant to your area of expertise and giving you the point of difference.
Find what you need.
Search and report on any field in the CRM database to find clients who meet specific criteria. Simple filters allow you to quickly refine the client list. A comprehensive filter function supports complex searches.
Create relationships.
Tailor how you group your clients - create relationships such as spouse, children, trust, company and many more. You can easily switch between entities, and produce consolidated reporting across relationship groups.
Assess risk tolerance.
An IRESS Risk Profiler questionnaire helps you assess your client's financial risk tolerance. Clients can also complete this questionnaire online via XPLAN Client Online Access.
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Features
- Smart data collection
- Support for all entity types
- Store client identification documents
- Build risk profiles
- Group clients into relationships
- Easy searching and reporting
- Full audit trail
Product: XPLAN Client Focus
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"Centralise client data across all XPLAN modules."
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