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 New Zealand
| 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. |
| Debt Qualifier |
An integrated mortgage qualification and research tool, supporting loans and risk management. |
| eApplications |
Produces client-centric forms that interact with product providers. Auto-validation produces pre-filled paper or electronic form messages. |
| Engage |
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. |
| Referrer Access |
Customised XPLAN access for external referrers, to enter client information. |
| Risk Profiler |
A psychometric, independent risk tolerance analysis and risk profile selector. |
| Risk Researcher |
A fully interactive risk insurance solution, comprising all the tools necessary to determine client risk needs, assess, model and recommend risk solutions. for |
| 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. |