With enhanced workplace efficiency at its core, our multi-purpose tools adapt to a wide range of roles and financial planning environments.
Wealth products offered in Australia
||Automated exception-based rules assist advisers in monitoring their client data, and produce trend and risk management reporting for dealer audit teams.
||Comprehensive fact find and client relationship management (CRM) solution.
|Client Online Access
||Gives investors access to their financial plans and other details live on the financial planner's website.
||Flexible rules-based solution that lets clients design and manage commission and remuneration models.
||Integrate a public dealer or adviser website with XPLAN for data collection, client engagement tools and automated data entry and workflow.
||An integrated mortgage qualification and research tool, supporting loans and risk management.
||Produces client-centric forms that interact with product providers. Auto-validation produces pre-filled paper or electronic form messages.
A suite of wizard-based advice calculator tools designed for placing in XPLAN Client Online Access. XPLAN Engage supports white-label and user interface customisation.
|IRESS Portfolio System (IPS)
||A scalable portfolio solution for managing and reporting on client portfolios.
|Professional Adviser Access
||Customised XPLAN access for external professional advisers, to view client information.
||Customised XPLAN access for external referrers, to enter client information.
||A psychometric, independent risk tolerance analysis and risk profile selector.
||A fully interactive risk insurance solution, comprising all the tools necessary to determine client risk needs, assess, model and recommend risk solutions.
||Investors view their financial planner's desktop in real time via the internet.
||Superannuation comparison tool providing product specific comparisons of costs and intangible plan features.
||A powerful suite of calculators for identifying client needs and exposing business opportunities.
||A strategy-based modelling tool tailored to the analysis and modelling of strategies for financial planning entities.