fbpx
Client Login

Xplan Solutions

Xplan needs no introduction. It’s a financial planning software integral to Australian planners and practices. Xplan is a comprehensive solution embraced across the industry, by practices of every size. While an essential tool for the financial planning sector, its complexity presents unique challenges. Problems that are easy to rectify with Opex’s suite of Xplan add-ons.

Xplan software manages your client portfolios and optimise advice delivery, storing data and documents in one system, getting visibility over your workflows, and maximising your reporting efforts. Leverage Opex’s Xplan integrations to capitalise on all this functionality.

Tap into a suite of solutions to further improve your advice delivery. Use a growing collection of wizards and templates, all of which perfectly integrate with Xplan key modules. Free yourself from time-consuming document creation and editing. Impress your clients with reports and communications that are more interactive and attractive.

Find out more

It’s Xplan software, just easier.


Our current Xplan integrations include Opex Suite, Advice Essentials, and Strategy Content. Make the most of Xplan with these add-ons, designed to ease complexity and save you time. Turn your attention to your valuable clients and invest more of your time there, with them. 

The Xplan-Opex software duo, your unfair advantage. 

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.

Find Out More
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.

Find Out More
Strategy Content

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

Find Out More

The Opex solutions provide a comprehensive range of capabilities to support advice delivery

The right solution 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.

    Privacy Settings
    We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
    Youtube
    Consent to display content from Youtube
    Vimeo
    Consent to display content from Vimeo
    Google Maps
    Consent to display content from Google
    Spotify
    Consent to display content from Spotify
    Sound Cloud
    Consent to display content from Sound