XPLAN Consulting & Development

xplan development and integration


We develop great online and mobile solutions for financial services companies.

Advice Connect offers a range of XPLAN customisation services that will maximise and enhance your XPLAN Site and ensure you are getting the most value you can from this powerful package.

We have Australia’s leading XPLAN specialists working for you to ensure your XPLAN site works exactly how your business wants to work. No compromises, no work-arounds.

  • XPLAN corporate branding
  • Letter and email templates
  • Custom screens and menus
  • Workflow around how you work
  • Client Online
  • Leads from your website into XPLAN
  • Newsletter automation
  • Campaign management
  • Newsfeeds

  • Integration with your other applications
  • Statement of Advice (SoA RoA)
  • Client Reporting
  • Disclosure Statements (FDS)
  • Online Fact Find
  • Reverse Fact Find
  • Workflow and tasks
  • Custom Research
  • Invoicing Solutions

  • Project Management
  • Change Management
  • Business Process Improvement
  • Lead Management
  • Training and Support
  • Data integrity Planning

Need a team of experts in your team?
Our team of XPLAN specialists are available to lead and execute any XPLAN project.

  • XPLAN Rollouts
  • XPLAN Migrations
  • Business Mergers
  • Platform Transitions
  • Major Enhancements

We have the right people that will make your XPLAN project a success!

  • Project Management
  • Business Analysis
  • XPLAN Development
  • Integration Development

Are you concerned about the quality of data in you XPLAN site? Our data integrity health check covers the 5 key areas of data health. These include:

  • Duplicate Clients
  • Client Data – Completeness Test
  • Data Feed Quality Check
  • System Integrity
  • Commission Match Integrity

We also have the tools and expertise to “clean it up”

Talk to AdviceConnect Today

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