We offer a range of financial planning software solutions to answer all your planning needs.
Central to this offering, the XPLAN advice tools let you scale advice processes to your business and client needs, and facilitate effortless production of support documentation such as suitability letters and statements of demands and needs.
Produce compliant and tailored statements.
Analyse a client’s current position, or compare multiple financial planning scenarios, projected for up to 50 years. Produce supporting documentation from client income, taxation and projected assets value using this powerful strategy-based modelling tool. Present your data in chart and table format, or include other images in your client documentation using XPLAN Client Focus.
Calculators
XPLAN contains a suite of simple, logical and easy-to-use financial planning calculators, which offer significant value-add to clients.
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Risk insurance
Make considered and appropriate risk decisions for clients with XPLAN Risk Researcher.
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Mortgage qualification
Mortgage qualification and research tools for loans and risk management.
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