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IRESS XPLAN PROFESSIONAL

If you want to discuss when to transfer and the implications of that decision, we’d be more than happy to talk through the options with you. There is a need to start financial planning, as a fully integrated cash flow modelling tool is available.There is a need to implement a document management system (since XPLAN has one in-built at no extra cost).There is a need to use the business and/or compliance checking functionality, which is far superior to Adviser Office.You are planning a major business restructure.You are planning a major IT review (as XPLAN does not require a server you may remove the need to purchase new ones, or as expensive ones).You don’t have to consider moving earlier unless: We have already mentioned that a road-map for the development of Adviser Office is still in place so if Adviser Office works for you now, we recommend you take your time and consider a move before the end of 2017, at a date to tie in with your half year or year-end (making FCA and management reporting much easier). But the real question remains when should you move? In short, the answer is yes, as XPLAN has much to offer over Adviser Office. In addition, those leaving are doing so for a number of reasons, including retirement, and those that are transferring to another system are going to more than one other provider. Xplan Model Office makes it easier, delivering a customised Xplan site to advice businesses. We have received enquiries from a number of clients who have had direct sales calls from IRESS competitors so we contacted IRESS direct to find out the truth.Īs we expected, IRESS are not losing a significant number of clients, indeed the cancellation rate is actually at its lowest for 4 years and is below the market average. IRESS are losing a significant number of clients to rivals – FALSE

XPLAN is web-based so expensive SQL servers are unlikely to need replacing at your next IT reviewģ.

IRESS XPLAN PROFESSIONAL

You can create professional marketing & communication emails for bulk distribution, saving you having to outsource to a mailing house.

XPLAN has its own integrated document management system, which has free, unlimited document storage.

Remember there are potential cost savings with XPLAN since: If you share Adviser Office licences, with staff having to come out of the system to let others in, then yes – there may well be an increased cost – but with that comes increased efficiency, as workflow is not disturbed. XPLAN works on a licence per user, per module basis. XPLAN is much more expensive than Adviser Office – FALSE Adviser Office will remain compliant into the future, and there remains a development road-map in place until at least the end of 2016. IRESS has no plans to turn off Adviser Office whilst there are users of the system. Adviser Office users HAVE to transfer to XPLAN – FALSE Here, we aim to debunk the rumours and consider when you should look at transferring.ġ. During that time, plenty of misinformation has been circulated by other parties. XPLAN, the comprehensive wealth management platform from IRESS, has now been available to existing Adviser Office users for over six months.