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Xplan Hacks

Take back the time spent on compliance

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2 months ago

Compliance is a time-consuming yet critical part of the advice process, which is why there’s a high demand for tools that support advisers to meet their regulatory responsibilities as efficiently as possible.

Meeting higher professional standards requires rigorous evidence and the ability to record and report these on request. Compliance needs to be embedded at every stage of the advice journey, which means you need to be confident that the tools you're using are keeping pace with the latest regulatory and legislative developments. 

Regulatory updates you can rely on

This is why Iress designed Xplan Advice Toolkit, the out-of-the-box solution that’s fully geared towards improving efficiency for advisers.

Xplan Advice Toolkit is designed with in-built compliance. Instead of requiring you to manually update your advice templates in line with new regulatory requirements, you can rely on Iress to constantly monitor these changes, giving you reassurance that your advice software is up-to-date and compliant.

This works in tandem with the Advice Toolkit's wider automation capabilities, which underpin the in-built advice templates and workflows that come built into the software. These are designed to streamline advice processes, giving you back time that’s better devoted to engaging clients and growing your business.

The cloud-based system also benefits from multi-factor authentication and strict governance controls which protect sensitive client data.

Get up and running faster

When adopting new technology, you generally want to be up and running as quickly as possible. This is why Xplan Advice Toolkit was designed in a way that allows most practices to set it up in less than two weeks. 

During this time, practices are also supported by a dedicated specialist who manages the implementation process. A dedicated support team is also available from from day zero, with follow-up calls after one week to check on the deployment progress.

Managing your regulatory responsibilities can sometimes become overwhelming, eating away at the time you spend actually talking to and helping clients. With advice templates that seamlessly capture the latest regulatory and legislative updates, Xplan Advice Toolkit gives you that time back – so you can focus on what you do best. 

Updated 23 days ago
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