Technology Solutions

Advice Technology

Our Advice Technology Team are focused on ensuring you have access to the best technology, configured to make it as easy as possible to generate advice and run your practice. 

Our team spends time sourcing and reviewing technology solutions available in the market so that you can spend less time working out the best technology and more time running your business.  

Our Xplan Support Team is inhouse and among one of the largest in Australia. This means that we will be able to assist advisers quickly from end-to-end. Our team provides a dedicated project manager to help with your technology onboarding and further consultancy services so that you can focus on advice and we can take care of your technology needs. 

Our technology strategy is to partner with ‘best of breed’ software providers and integrate via open application programming interfaces (APIs), to provide you with an integrated solution and great user experience. 

Some of our technology partners include:

• Microsoft Azure
• Salesforce
• Xeppo
• iress Xplan
• Intelliflo
• Captegra