No matter what your role is, we have the solutions and automation.
Provide Access to an industry leading advice template solution to their clients
Have an accessible fee structure
A landscape or portrait SoA template,
A BID alternatives document,
An implementation schedule.
Removes the need for an Adviser to
have & maintain advice templates
pay for ongoing XPLAN Licences.
Constantly update advice templates
Reduced fixed software costs to variable costs
Only pay for access only when used