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.
XPLAN is a web-deployed platform, which aims to increase efficiency, improve client services and reduce costs. XPLAN has established the benchmark for:
- client management
- practice management
- document management
- portfolio management and research
- cashflow modelling
- risk insurance research
- dealer group and compliance management functionality.
We are conscious of how software is used in varying financial planning practices. For this reason, our licensing options are completely customisable. Clients subscribe only to the components they need, tailoring a financial platform to suit.
Xplan is delivered as a total solution including; infrastructure, integration, data transformation and migration, and most importantly, on-going support.
Clients can customise the user interfaces, the data that can be stored, and all forms of output. Features such as user security profiles, investment profiles, economic assumptions and asset classes are user-defined.
Client Focus
Client Focus is a comprehensive Fact Find and Client Relationship Module (CRM). It is an easy to use data collection model that is flexible and powerful.
Xtools
Xtools is a collection of sophisticated projection and analysis tools, which are customisable to local legislative environments and deal with current issues.
Risk Researcher
Risk Researcher is a fully interactive risk insurance system built for Financial Advisers. This web based insurance system allows you to research, compare and recommend risk products in a more timely and efficient manner. All major South African product providers are represented. The Risk Researcher carries an ISO 9000 Quality Assurance review.