We offer a range of financial planning software solutions to answer all your planning needs.
Central to this offering, the XPLAN advice tools let you scale advice processes to your business and client needs, and facilitate effortless statement of advice (SOA) production.
Calculators
XPLAN contains a suite of simple, logical and easy-to-use financial planning calculators, which offer significant value-add to clients.
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Risk insurance
Make considered and appropriate risk decisions for clients with XPLAN Risk Researcher.
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Electronic applications
Produce client-centric forms that interact with product providers using XPLAN eApplications technology.
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