on - last edited on by
sara.row
Tell me how it will help me
Operating an advice business is challenging and complex, as you balance the commercial need for efficiency and profitability, the requirements of regulation and risk management, and the delivery of quality service and outcomes for your clients.
The technology you rely on needs to fit your advice model and business operations, and work for you, not against you.
Designed for advice businesses of every size, Xplan Client Focus helps financial advice businesses improve their business performance, comply with regulation and risk management demands, build stronger client relationships and deliver quality advice more efficiently.
Xplan Client Focus is a complete and comprehensive client relationship and practice management software that forms the core of your business and centre of your advice.
Tell me what it actually does
Xplan Client Focus is secure client relationship management (CRM) software specifically designed for the particular needs of financial services businesses.
Capture, store and access all client data, documentation and file notes which are essential in the provision of quality advice outcomes to your clients. All client data is seamlessly passed to other Xplan modules and returned for stored in one client record.
With powerful workflow management, diary and communication, and reporting capability, it helps you manage the provision of service to clients and effective management of business operations.
A new user interface and navigation, co-designed in collaboration with users, makes Xplan Client Focus even more efficient and intuitive to use.
The information you capture in Xplan Client Focus enables you to deliver high quality, compliant advice, and ensures seamless client and practice management. Integration with other Iress software and, through application program interfaces (APIs), with third-party software, means you can build your own technology eco-system with Xplan Client Focus at the core.
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