The Most Flexible Xplan Solution in the Market
Highly Customisable Wizards and Templates
Don’t spend tens of thousands of dollars hiring an Xplan coder to build your advice documents from the ground up.
For a fraction of the cost, we deliver comprehensive Xplan Wizards and Templates, directly to your Xplan site - instantly. Once it is in your site, it can be easily customised to your AFSL requirements.
Why use our Xplan Solution?
Your business needs are constanltly changing. Using wizards and templates on a hosted site give you no flexibility to update the template. Our solution can adapt to your business, without writing code.
Our solution is much cheaper and delivered significantly faster than building from the ground up.
All our advice documents pull through formatted tables from WealthSolver, Risk Researcher, IPS and Xtools+
📃 Fact Find
📃 Engagement Letter
📃 Statement of Advice
📃 Record of Advice
📃 Fee Disclosure Statement
📃 Annual Review
FAQs
How does it work?
We create a connection between our Xplan development site and your stand-alone Xplan site. This connection allows us to push the solution into your Xplan.
Do i need my own Xplan Site?
Yes, our solution only works with a stand-alone Xplan site. If you are on a hosted site, we are unable to push the solution into the hosted site.
How do you keep the wizards up to date with changes?
Once connected, any updates to legislation can be easily pushed into your Xplan site.
What are the costs?
We charge a small flat fee for the intial site configuration. Then we charge a monthly per adviser (not user) subscription.
How does the customisation work?
Any section of the document can be changed via the ‘iComply2 Customisation Folder’.