A simple way to get more out of Xplan faster

Setting up your own advice software can be time-consuming and daunting. Xplan Model Office makes it easier, delivering a customised Xplan site to advice businesses.

Work directly with Iress consultants to get started, choose from a suite of customisable advice templates, workflow processes and reports—so you can convert more leads for your practice. This end-to-end licensee software also provides modelling tools and wizards so you can deliver the best possible advice for your clients.

The result? A fully-managed Xplan site and a faster way to achieve compliant, accurate and efficient delivery of advice.

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The cost-effective way to get started with Xplan:

  • Your Xplan site fully-managed by Iress.
  • A dedicated team for all your Xplan needs.
  • Iress Open provides more choice and flexibility around the applications you want Xplan to integrate with.
  • Training and consultancy services to help you get the most out of Xplan.
  • Assistance with the management and transition of your data.
  • Frequent release cycle to keep you up-to-date with regulatory, legislative and functionality changes.
  • Templates linked with the Xplan database.
Download the fact sheet

Would you like to know more?

Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch.

Implementing Xplan Model Office has made an enormous difference to our productive capacity in generating advice documents.

HPH Solutions

The Xplan Model Office fact sheet includes everything you need to know.

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