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sara.row
Tell me how it will help me
Setting up your own financial planning software can be time consuming and requires the right expertise. With Xplan Model Office, Iress delivers you a fully-managed Xplan site coupled with consultancy services, so you get the most out of Xplan faster.
Based on your business needs, this cost-effective solution provides you with the necessary tools to deliver accurate and efficient advice to your clients.
Tell me what it actually does
Xplan Model Office provides you with access to a suite of advice templates, workflow processes and reports that can be used out-of-the box or configured to meet your business requirements.
It allows you to add your own branding and disclaimers, plus the ability to make changes to text and reorder documents. With Xplan Model Office, the Iress team works directly with you to implement and get the most out of Xplan both now and in the future.
To find out more, click here
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