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.
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.
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.
In this FREE guide, we show you how to migrate all your data to XPlan in 8 simple steps.