Expert XPLAN Solutions
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The Client Experience
Selling your Financial Planning business? A shake up is in store.
The Financial Planning industry has been shaken up over the last decade with government legislation driving a complete restructure of...
Just send an email!
In today's fast pace world, how many times to you use the phrase 'just send it to me in an email'. Email may just be the centre of the...
5 High Value XPLAN User Tips you can implement TODAY
Change your client note preferences Many users don’t realise they can change the number of file notes that display on a client’s profile....
Integrating your Annual Fee Disclosure Obligations with your CRM
For some, the introduction of Fee Disclosure obligations is a thing-of-the-past and the implementation of these obligations within their...
Can Financial Planning software make your business more profitable?
Financial Planning software can make you money. It's an indisputable fact. "But you sell XPLAN support to your clients?" I hea