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Advice Solutions

Liberate yourself from software complexities and save time, with us as your single touchpoint. Solutions that integrate with Xplan comprise of three Opex Consulting products: Advice Essentials, Advice Pack, and Advice Strategy Content.

Operate a robust, yet simple advice experience. Save time, keep your assets up to date with regular changes, and streamline your workflows with finance technology.  

 

 

Simplifying and optimising Xplan


Take your practice to the next level, confidently. Produce quality advice, efficiently and safely, to improve your financeservices.

Advice Solutions helps you get more out of Xplan, with our range of Wizards, Templates, and Strategy Content.

Create an unbeatable advice delivery experience for your clients. Set a new standard for financial services.

Advice Solutions we offer for Xplan

Opex Suite

A one-stop-shop advice pack For Xplan with wizards and templates. Improve your financial service delivery. Client letters, list reports, insurance schedules and more.

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Advise Essentials

A collection of wizards and content to improve service quality, stay up to date with regulatory obligations. Advice Essentials, for small financial practices.

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Strategy Content

A text and flyer library to integrate with advice solution. Simplify and optimise your workflow solutions. Strategy content for your practice. 

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

Benefits of Advice Solutions

Flexible

Access a range of customisable solutions to enjoy greater freedom and flexibility in your practice. This includes site theming, branding, custom text libraries, Statement of Advice (SOA) formatting, tailoring your reports, and connecting to external systems.

  • Site Theming

  • Branding

  • Custom Text Libraries

  • SOA Tailoring

  • Tailored Reports

  • Connect to other systems

  • Advanced SOA Formatting

Regulatory

Gain greater peace of mind with key compliance obligation features – FDS brokerage integration, opt-in, better position statement, and alternative strategies and products. Drive greater efficiency by utilising our collection of wizards and templates, all of which integrate seamlessly with Xplan’s key modules. Enjoy visually appealing, easier to digest assets that your clients will complement.

  • FDS (Brokerage Integration)

  • Opt-In

  • Better Position Statement

  • Alternative Strategies & Products

The right solutions for
your type of business…

Not sure which products are right for your business? Fill in the form below and a friendly team member will get back to you.

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