We offer a range of tools to help you run your business in a structured and efficient way.
Process-driven software incorporates the core functions of workflow, business interrogation and smart data collection. Keep track of all aspects of your business, including staff, processes, revenue, and costs.
Underpinning it all is XPLAN's innate support for smart data input and maximum data re-use, offering you best practice management capabilities.
Business processes
Manage day-to-day business activities using tasks and workflow management.
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Revenue management
Flexible rules-based solutions that efficiently manage commission and remuneration information.
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Marketing
Create professional marketing campaigns and co-ordinate events for your clients and internal user group.
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Document storage
The most secure and organized place to store, access and manage your business documents.
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Compliance and alerts
Advisers and dealer groups rely on XPLAN's built in alerts and compliance components to stay current with client processes and monitor business behaviour.
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