Xplan has always been a powerful platform. Xplan Evolution builds on that foundation, making more of its capability easier to access so advisers and practices can get even more from the experience they already know.
Our getting ready tips are designed to help you prepare now, so your practice is well positioned to adopt new Xplan capabilities as they become available. Each article will provide practical guidance to help you prepare your site and make the transition as seamless as possible.
A simple way to get ready
The getting ready tips bring together practical guidance, preparation ideas and simple steps your practice can take today. They will help your team understand what is changing, why it matters and how to prepare your site for new capabilities.
Xplan Evolution is designed to build on the Xplan experience your team already knows. For most practices, getting ready will involve a series of small, sensible steps. This is not about redesigning your practice or changing everything at once.
Use each article to assess your site’s readiness and identify any preparation that may be useful. You might review an existing process, check that important information is easy to find or revisit selected site settings.
A little preparation now can make adoption feel straightforward when the time comes.
Why start now?
Starting early gives your practice time to involve your people, discuss what may be useful and build confidence across your team.
With a small amount of preparation, your practice can help its people feel ready to adopt new capabilities as they are introduced.
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Check back regularly: Getting ready guides
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