Operating a financial planning business has evolved in recent years, and staying connected with your client base is more important than ever. Xplan provides a seamless way to maintain client connections, regardless of whether you choose face-to-face, remote, or a combination of both methods.
How financial advisers adapted to changing times
In the past few years, financial planning practices have had to adapt to changing client preferences and requirements. While some clients still prefer in-person appointments, an increasing number prefer remote or hybrid options. Financial advisers have turned to Xplan software to bridge this gap and continue providing valuable advice to their clients.
Enhance client connectivity with Xplan features
Client portal
The client portal in Xplan allows clients to access their information safely, securely, and reliably. They can view financial statements, insurance certificates, or even just a portfolio balance. As an Xplan user, you can offer your clients the convenience of the client portal at no additional cost.
Online client fact-finding
First impressions are crucial. A smooth onboarding process is essential for impressing financial advisory clients. By using an eForm system like AdvisorTools, you can streamline the onboarding process, saving hours of manual data entry work. This allows you to focus on providing value during your initial meetings.
Digital signatures
Completing documentation with digital signatures can help you stay connected with clients and enhance efficiency. Most investment platforms and superannuation companies now accept digital signatures, making the process more accessible. The Client Portal and tools like DocuSign offer the functionality to complete signatures regardless of your clients’ location.
Xplan: the ultimate solution for a thriving financial planning business
Xplan offers a flexible, tailored solution to help you build a thriving financial planning business, even with clients in various locations. Its unrivalled functionality and integration capabilities make it the perfect platform for your practice. Xplan enables you to:
- Create and review portfolios
- Effortlessly compose compliance documents
- Access integration of data feeds directly onto the platform
- Develop and analyze strategies for every client scope
- Identify business opportunities across your client database
- Seamlessly connect with clients and build efficiencies throughout the entire advice process
With the best financial planning software at your disposal, you can offer a more efficient and effective service to your clients and staff.
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