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.