With enhanced workplace efficiency at its core, our multi-purpose tools adapt to a wide range of roles and financial planning environments.
The XPLAN range of comprehensive, integrated wealth management software offers tools to support a full array of wealth professionals. These tools reduce the time our clients spend on administration, allowing them to maximise business opportunities while delivering complete, compliant and considered financial solutions to their clients.
Wealth products offered in Singapore
| Solution |
Description |
| Alerts Manager |
Automated exception-based rules assist advisors in monitoring their client data, and produce trend and risk management reporting for dealer audit teams. |
| Client Focus |
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. |
| CommPay |
Flexible rules-based solutions that lets clients design and manage commission and remuneration models. |
| Connect |
Integrate a public dealer or adviser website with XPLAN for data collection, client engagement tools and automated data entry and workflow. |
| eApplications |
Produces client-centric forms that interact with product providers. Auto-validation produces pre-filled paper or electronic form messages. |
| 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. |
| Referrer Access |
Customised XPLAN access for external referrers, to enter client information. |
| Risk Researcher |
A fully interactive risk insurance solution, comprising all the tools necessary to determine client risk needs, assess, model and recommend risk solutions. |
| Show Me |
Investors view their financial planner's desktop in real time via the internet. |
| XTOOLS |
A powerful suite of calculators for identifying client needs and exposing business opportunities. |