Migrate to XPLAN now

XPLAN is a flexible, configurable web application that consists of a core Customer Relationship Module called Client Focus. The rest of the solution is packaged into various modules allowing the Advisor to select those modules that suit their business best.

Products

XPLAN

XPLAN is a complete product range for financial planning professionals. It delivers a web based standardised system for managing client data, investment projections, portfolios, risk and reporting.

Spotlight

Spotlight, which is the flagship product is really designed as an electronic desktop for the Financial Advisor. Spotlight is a dynamic marketing and administration system for the 21st century professional financial consultant and is the first integrated solution to offer the advisor a complete virtual office.

News

Spotlight is accredited with the FPI to offer CPD points

Spotlight has now been accredited by the FPI as a short course provider. This means that you can now earn CPD points for attending Spotlight Training and Workshops.

08 Sep Blue Chip - Finding the right solution
01 Aug IRESS acquires Dealer Management Systems (DMS)
13 May IRESS Extends Wealth Management Capability to Mortgage Qualification
10 Apr Time Poor Planners Outsource Client Communications via XPLAN

Quick Links

Phone Support

Knowledge Centre
(086) 033 9898
Durban (Head Office)
(031) 203 7500
Johannesburg
(011) 236 4700
Cape Town
(021) 918 6640
International
+27 31 203 7500