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Advice Solutions

We deliver optimised Advice solutions within an Xplan site to ensure you produce quality advice efficiently and safely

What is our Advice Solution?

Opex will help you gain business efficiency and get the most out of Xplan through our various Advice Wizards, Templates and Strategy Content.

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Comprehensive Range of Wizards and Templates

Fact Find, SOA, ROA, Bulk ROA, FDS & Opt-in and many more.

SOA that is both visually appealing and easy to understand

Client focused language and layout utilising high quality images, infographics and icons.

Improved Efficiency

Our wizards integrate seamlessly with all key modules of Xplan and will help drive business efficiency.

Strategy Text and Flyers

Gain access to our range of 125+ Strategy Texts and 60+ Strategy Flyers that integrate with your advice solution.

The Opex solution provides a comprehensive range of capabilities to support advice delivery

Benefits of Advice Solutions

Flexible

We have a range of customisable solutions available to provide our clients with flexibility.

  • Site Theming

  • Branding

  • Custom Text Libraries

  • SOA Tailoring

  • Tailored Reports

  • Connect to other systems

  • Advanced SOA Formatting

Regulatory

Let Opex help you achieve peace of mind with key compliance obligations.

  • FDS (Brokerage Integration)

  • Opt-In

  • Better Position Statement

  • Alternative Strategies & Products

Helpdesk Support

We know how complicated Xplan can be. Let our highly skilled and knowledgable team support you and provide you with the guidance when required.

We are your single point of call when it comes to anything Xplan.

Our support team is available Monday-Friday 9am-5pm AEST. 

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