Effectively it makes my life easier every day as it is always easier to run Opex Suite than building templates from scratch every time I run a statement of advice. For those businesses that don’t have a lot of hands on knowledge of template building and xmerge it is an invaluable consideration, although having someone external maintain templates
is a huge time saver.
Get prompt responses from a friendly, professional and knowledgable support team.
Opex Suite is our new and improved ‘pretty’ suite of standard Opex solutions you can use to manage your financial planning practice on Xplan. Other than the ‘pretty’ part, the key point of difference is that this enables us to provide ongoing enhancements and fixes to our standard solution. So your business can get our new bling and still put your personal stamp on our solution where it counts.
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 firstname.lastname@example.org
You sure can and the good news is if you’re already on our Advice Essentials solution we can upgrade you for free at no extra cost and your ongoing charges will remain the same.