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Xplan WealthSolver

IRESSCommunityManager
Community Manager
Community Manager

on ‎23-07-2019 01:34 AM - last edited on ‎20-07-2020 10:30 PM by Community Manager

BR461018 - Xplan WealthSolver Fact Sheet v1 FA.png

 

Tell me how it will help me

Comparing key criteria and consolidating data before delivering it to your clients is a time-consuming task. Rollover or consolidation of your client’s retirement and savings is also a key component of the advice process.

Xplan WealthSolver incorporates data on over 890 superannuation, pension and investment products and presents the data in a concise and easy to read format. This takes the hassle out of comparing key criteria, leaving you with more time to spend on your client’s needs.

 

Tell me what it actually does

Xplan WealthSolver provides advisers with an efficient and compliant process to deliver retirement and investment planning advice through the use of comprehensive comparison tools.

 

To find out more, click here

 

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