This is your opportunity to start on XPLAN with a clean database.
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Note: the following assumes that you will have ongoing archive access to your old database after the transfer, which is the case for Adviser Office users. There are four key questions that prospective XPLAN users must ask themselves before they begin. There are a number of issues that should be considered well before the transfer process is underway. The second and third steps are time consuming, but they are crucial to the success of the transfer.
The focus must be on getting it right, rather than getting it done quickly.
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“We’re looking forward to expanding the capabilities of our partnership with FYG and further transforming client experiences during the advice process.XPLAN, the wealth management system developed by IRESS, is the next step for Adviser Office users, and you have determined that it is the right time for your company to switch to the new software.īefore you can take full advantage of XPLAN, you need to consider a number of factors – not least the time it will take for the transfer to take effect.ĭon’t expect this to be a short process.
LivePreso’s integration with Xplan and Portfolio System has enabled WealthEye to seamlessly deliver data-driven, interactive and client-specific Records of Advice said Aaron Cooper, CEO of LivePreso. The LivePreso platform integrates with mission-critical systems to help users automate business workflows and gain data-driven insights into clients and prospects.
“Ultimately, FYG is a service business for advisers so we’re really proud of the outcome, it underlines our commitment to delivering efficiency solutions for advisers as the industry continues to evolve.” “We have been developing the WealthEye concept for some time and we’re really pleased LivePreso could help us deliver on the vision we had for the platform.” Mr Mancell said.
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“Our focus was always having a better client experience and giving advisers a better way to present advice to clients, but the underlying benefits are the efficiencies, WealthEye pulls data from multiple sources into a presentation and there’s no manual post merge editing of documents.”įYG Planners Managing Director Peter Mancell said it was exciting to now have the platform live for advisers. “Advisers have been extremely engaged as the concept developed and thrilled with the outcome of the early stages of the platform and clients have been impressed with the ease of understanding and the feeling of being better informed due to the visual nature of WealthEye.” Mr Wootton said. WealthEye is a smarter advice delivery solution that allows FYG’s advisers to present advice to clients in a cleaner, simpler and engaging manner, both in person and remotely that removes the need for manual editing of documents.įYG Planners General Manager Andrew Wootton said the adviser response to WealthEye had been phenomenal. FYG Planners are pleased to announce they have partnered with LivePreso to deliver FYG’s new WealthEye advice delivery portal.
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