PRODUCTS

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