The amalgamation of knowledge and ideas has resulted in a collection of products that penetrate all areas of the financial planning industry.
Our product range comprises tools for all wealth management specialists, including advisors, compliance managers, risk managers, remuneration managers and much more. In all areas, we strive to produce comprehensive systems that allow the user to get the information they want, when they need it.
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.
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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.
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If you have a specific query regarding Spotlight, please contact us.