MORE Integration
LESS Effort

Integrate your financial document management process seamlessly with Xplan.

Simple, secure and integrated financial document management

We all use file management systems like Dropbox and Google Drive to store and share digital files for work and for fun. Xplan Drive easily and securely integrates your financial advisory business and client files with Xplan through a custom document management system.

Features & Benefits

Drag and drop multiple files into your Xplan Drive.

Drag and drop multiple files

Xplan Drive works just like the Dropbox app or the desktop version of Google Drive and it can be cloud or server based. Simply create client folders in your Xplan Drive, then drag and drop the files into the appropriate folder. It’s purpose built to securely integrate your files with Xplan, using a convenient and familiar workflow and intuitive operation.
Maximising the full potential of Xplan with integrated document management.

Easy-to-use mapping data technology

Once you’ve saved your file (or multiple files) to the client’s folder, you’ll be prompted to identify data like the file type, the project, the time frame and other key information so that the file contents are correctly mapped and the document integrates seamlessly into Xplan. It’s so simple and easy-to-use and it’ll save you significant time.
Auto-sync to Xplan

Auto-sync to Xplan

Xplan Drive automatically syncs the financial documents from your Xplan Drive desktop folders to Xplan. The software automatically associates the documents with the correct client and Xplan can access the information within them to perform sophisticated data analysis to support your advising research.

How Xplan Drive works

Seamless integration from your desktop to Xplan

An easy and intuitive process, Xplan Drive reduces administration, saves you time and maximises the potential of Xplan for your financial advisory. It’s the financial document management system your business can’t do without.

Seamlessly integrate your financial documents with Xplan
Seamlessly integrate your financial documents with Xplan

Process with efficiency thanks to Xplan Drive

We all know time is money, and inefficient processes lead to huge human resource costs. Poor document filing wastes hours in searching for, or replacing, files. In busy financial planning firms, there’s never enough time. So Xplan Drive was created to lighten the load. It integrates documents with Xplan efficiently, securely and accurately, freeing your team up to focus on delivering better financial advice to more customers.

Process with efficiency
Financial document management that integrates with Xplan

Familiar and intuitive

The document management environment is familiar and has been custom created to integrate specifically with Xplan. Intuitive user experience and operation means that it’s easy to use and the team will be able to operate the software with little need for training or support.
Increase financial document data security

Essential security for data protection

Xplan Drive protects, encrypts and backs up precious client data and financial documents. Protocols are in place to keep data safe from loss, exposure, sabotage and destruction. Your customers expect nothing less than the highest level of security, and that’s exactly what Xplan Drive delivers.
Ensure compliance with consistent financial document management

Maximising the full potential of Xplan

Financial advisory firms of all sizes rely on Xplan to deliver a complete and compliant financial advice service. Xplan Drive maximises the effectiveness of Xplan by providing financial document management and processing in bulk. Together, Xplan and Xplan Drive reduce administration and help you deliver high impact financial advice.

Did you know...

It costs$20 in labourto file a document *
It costs$120 in labourto find a misfiled document *
It costs$220 in labourto reproduct a lost document ** PricewaterhouseCoopers | US dollars

Monthly pricing options

WORKFLOW
$495
  • Document management
  • Workflow ready
  • Office/365 integration
  • 100,000 documents
  • 5 concurrent users
  • Desktop companion
ENTERPRISE
$595
  • All workflow edition+
  • Docusign integration
  • E-Forms
  • XPlan integration
  • Xeppo integration
DEALERGROUP
POA
Free Guide: How to reduce your business costs by 43.8%

Free Guide: How to reduce your business costs by 43.8%

Download this free guide for your step-by-step plan to:

  • Reduce admin costs.
  • Speed up client signatures and approvals.
  • Automate manual workflows.
  • Reduce manual data entry.