PowerPlanner offer a technology-driven, trustworthy and highly efficient solution for producing your suitability reports.
Our XPlan integration allows PowerPlanner's Adviser Portal to import data so that cases can be submitted for paraplanning without the need to re-type or copy/paste between systems.
This integration piece will allow you to search for clients in your XPlan instance and import the information directly into PowerPlanner's system over a secure connection, ready for you to add recommendations and enter your advice. You can also import documents straight from XPlan.
PowerPlanner will then perform the existing plan analysis and prepare your suitability report as normal
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