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Advice Pack

The advice pack provides a comprehensive range of wizards and templates to support advice delivery. Our wizards integrate seamlessly with all the key modules of Xplan and will help drive your business efficiency. Opex is your ‘one stop shop’ for all elements of this solution. We have a range of customisation options to provide your clients with flexibility.

Advice Pack


  • Fact Find (Comprehensive, Prospect and Review)

  • Advice Constructor Wizard (SOA, ROA, Strategic Review SOA)

  • Strategy Flyer Wizard

  • FDS & Opt-in Wizard

  • Portfolio Report Wizard (Client and bulk wizards)

  • Bulk ROA Wizard

  • Xtools + Output Wizard

  • 20+ Best Practice Merge Templates in our library (e.g. Client letters, Insurance Schedules, Client List Reports)

SOA


Provide your clients with the visually appealing and easy to understand Opex Statement of Advice (SOA).

New features include:

  • Regular updates to our standard solution

  • Client focused language and layout

  • Images, infographics and icons

  • Enhanced content for Recommendations, Better Position Statement, Product Comparison Reports (Among Others)

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