XPLAN help, support and customisation

Why use our Technology Solutions team?

Our Technology Solutions team will find a tailored solution for your business using XPLAN by understanding your financial advice processes. They will help you create an efficient financial advice process to help you make the most of the XPLAN financial planning software service.

Set-up, customisation and upgrades

Our Technology Solutions consultants have extensive experience in setting up and customising XPLAN sites to deliver an efficient and effective working environment. We can help you with custom template designs, data conversion and data feed management.

Ongoing XPLAN help and support

Our Technology Solutions Team can provide ongoing XPLAN help and support including:

  • setting up and manage your XPLAN licensing requirements
  • providing online or face-to-face training (so your staff can make the most of the tools available)
  • telephone and email support to answer your queries
  • manage fortnightly upgrades to XPLAN to ensure your XPLAN templates and threads continue to work effectively
  • work with IRESS to resolve any issues or request enhancements to your XPLAN site.

To find out more about XPLAN help and support please contact us.