XPLAN Brochures
XPLAN is a complete product range for financial planning professionals. Below you will find a list and more detailed brochures regarding the full range of XPLAN suite.
Overview Brochure
In continuing our strong tradition of delivering financial planning software that has become the
benchmark in the industry, Spotlight has launched its new Internet solution, Xplan. 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. The following is a brief description of some of these
modules as well as some of the main features of Xplan. Click to View
Client Focus Brochure
Client Focus is a fully functional Customer Relationship Management (CRM) tool, that is the core of
the Xplan solution, seamlessly integrating with all other modules e.g. Xtools. Client Focus acts as the
primary source of all client information and includes: Click to View
Xtools Brochure
In understanding that advisors choose planning tools based upon their qualifications and
experience, as well as the sophistication of their respective client bases, Xtools have been
developed in order to allow the Advisor to choose the most appropriate tool for the job. Xtools have
been designed around personal financial planning.
Click to View
Risk Researcher Brochure
Risk Researcher is a fully interactive risk insurance system built for Financial Advisers. This web
based insurance system provides qualitative and quantitative analysis of personal risk insurance
products. In particular it allows you to research, compare and recommend risk products in a more
timely and efficient manner. Risk Researcher provides you with access to detailed information on
product features. When partnered with the merging capabilities of Client Focus, you are able to
generate compliant and custom made Risk Only Statements of Advice. Click to View