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.
Produce compliant and tailored statements.
Analyse a client’s current position, or compare multiple financial planning scenarios, projected for up to 50 years. Produce the Statement of Advice (SOA) from client income, taxation and projected assets value using this powerful strategy-based modelling tool. Present your SOA data in chart and table format, or include other images in your SOA using XPLAN Client Focus.
Calculators
XPLAN contains a suite of simple, logical and easy-to-use financial planning calculators, which offer significant value-add to clients.
Find out more
Mortgage qualification
Mortgage qualification and research tools for loans and risk management.
Find out more
Electronic applications
Produce client-centric forms that interact with product providers using XPLAN eApplications technology.
Find out more
Website integration
As a gateway for automated data entry and workflow, XPLAN Connect supports incorporating wide-scale XPLAN data capture and client engagement tools into your website.
Find out more