Succession is a highly acquisitive advice business with over 500 staff looking after the wellbeing of some 18,000 clients across the UK. With scale and growth at the forefront of their strategy, they needed a technology solution that could support them on that journey. Following a strategic review, Succession chose Xplan because it gave them an enterprise technology solution - an integrated platform with back, front and middle office capability.
We’re now operating much more efficiently through using Xplan and are able to see an increase in our revenues coming into the business. The actual delivery of the advice is much more consistent and timely, which is giving a much better client experience
Xplan is a fantastic tool, we are getting a lot of value out of it, our clients are getting a lot of value out of it and we are really pleased with our decision
Redworth Caledonian switched to Xplan as they needed much more from their back office solution.
Hear from Mark MacSymon from Private Client Holdings on how adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making.