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.