Get prompt responses from a friendly, professional and knowledgable support team.
Cost effective solution covering a Fact Find and SOA wizard. The ‘Plug and Play’ solution gives you quick access to a robust and simple advice solution that still allows you to meet your AFSL obligations. Opex maintains and enhances the strategy content regularly and in line with regulatory updates or changes.
Your business will need to be on our current standard Opex subscription service to retain access to this solution.
For the most part, Xplan’s Hardware Hosting and Client Focus are all you need. If you’re doing the modeling and portfolio administration for your business, you’ll also need the relevant modeling tools in Xplan – IPS Portfolios & Market Data, WealthSolver Super & Pension, Xtools+, Xtools, Risk Researcher.
Absolutely! Have a chat with our friendly staff about what solutions will best suit your business.
Our friendly staff will be there every step of the way including training and ongoing support.
It is as easy as entering your details in the form on the right.
If you are already on an Opex Subscription you can still use the form below or login to your Zendesk and submit a request.
Alternatively you can send an email to email@example.com