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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.

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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.

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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 solutions provide a comprehensive range of capabilities to support advice delivery

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