![]() Call us on 1300 300 273 to get your registration and onboarding started. With extensive training and user support available, Xplan is reliable and cost-effective software for your business. The registration and onboarding process to partner with us as a registered adviser through your dealer group/licensee takes around four to eight weeks. Do not copy and paste your username or password when logging in to the system. Its comprehensive functionality means you can run your front, middle and back office on one single platform. Please enter your email address (or student number) and your password to sign in. Xplan is fully hosted, web-based software and ISO/ IEC 27001 security certified, ensuring your data is secure. Manage your client’s portfolio, review strategies against objectives and truly bring clients and their financial life into the process with an online portal and secure two-way messaging.Īll of your client data and documentation is stored in one central system with full workflow management capability and comprehensive reporting for business management. Through to implementation and ongoing review- accessing powerful modelling tools and product information. Production recommendations, advice documentation Supporting all types of advice, from simple through to complex needs, Xplan allows you to manage the entire advice process from discovery, current position, goal-setting, analysis, strategy development, ![]() Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size-from the smallest IFA to the largest networks. Xplan helps reduce administrative overheads while maximising business opportunities and enabling you to deliver complete and compliant financial advice and service to your clients. And, most importantly, we intimately understand your needs, the challenges you face and what’s important to you. Iress has a deep knowledge of financial planning and the ever-changing advice landscape. The technology you rely on needs to deliver on all of the above, fit your advice model and business operations, and work for you, not against you. Operating an advice business is challenging and complex, as you balance the commercial need for efficiency and profitability, the requirements of regulation and risk management, and the delivery of quality service and outcomes for your clients. ![]() Release Information: IressNet and Datafeeds ![]() Get X-Plane news, tips, and add ons delivered direct to your inbox. Professor Ray Bédard, Embry-Riddle Aeronautical University An insider look at X-Plane. Platform Summaries: IressNet and Datafeeds X-Plane’s Plane Maker program allows our Embry-Riddle team to very accurately evaluate the performance of the model and subsequent modifications. Available Datafeeds: IressNet and Datafeeds ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |