Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Xplan Connect service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having to lift a finger.
Unlock the benefits of this award winning Xplan integration.
Our Xplan Connect service ensures you have complete control of the migration process - without the hassle of doing the work yourself. We adapt to what your business needs, with only a few, very quick checks from you at critical points, such as checking we’ve matched the client records correctly.
Xplan Connect moves your business to the next level. Not only does it map out how what your business needs to do to meet ASIC compliance, you’ll have the power of easy client data retrieval and analysis. Reviewing your client’s data with business intelligence software gives you greater insight into their financials so you can tailor your advice even more.
In this FREE guide, we show you how to migrate all your data to XPlan in 8 simple steps.