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Tell me how it will help me
We understand that one of your biggest challenges is providing quality and compliant advice in an efficient manner to your clients with simpler needs.
Xplan Prime enables this in a streamlined and efficient process—using the underlying power of Xplan and new strategy optimisation tools. This means you can provide services that are commercially viable for your business and costeffective for your client.
Tell me what it actually does
Xplan Prime is guided, objective-based advice software that streamlines the advice process for your clients with simpler advice needs. It guides you through a pre-defined client advice journey—from discovery and goal setting, current position and strategy modelling, advice documentation, implementation, and onward to progress tracking and review.
Via a single engaging and easy-to-use interface, Prime accesses Xplan’s client management, modelling, portfolio, research and comparison, documentation and implementation tools. Prime gives you the flexibility you need to provide simple advice efficiently—so you can deliver quality advice outcomes to your clients.
To find out more, click here
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