Drive up your client lifetime value with automated reviews
Create interactive, fully-integrated advice reviews or ROAs out of the box that engage and educate your clients.
Zero implementation for standard Xplan sites.*
*Custom Xplan setups and integration with other systems require implementation.
Get going now with our
Ready Review™ content module
And get all these interactive slides and features out of the box:
Take your clients on an interactive tour of their investment strategy
Bring their portfolio journey to life by interacting with their data, straight out of IPS.
Compare asset scenarios visually, easily
Visualise current, proposed and target asset allocations for growth and defensive strategies, without any legwork.
Ensure understanding is easy, but with all the detail ready to go
Lead with a simple net wealth picture, then drill down to the particulars as your client requires.
Make managing risk less risky
Show them at a glance how they’re covered, then manage questions and education by diving into all the detail from Risk Researcher.
Quiz them to ensure—and log—their understanding
Check if they understand the insurance types, show educational videos if they don't, and track all the time spent for compliance.
Slice and dice the data your way—and theirs
Choose to visualise asset data in a chart, a table or both. Set it how you like it, but change on the fly to suit your client.
Highlight what matters most to your clients
Automatically visualise your client’s goals to guide your advice review—with objectives, status and notes all straight out of Xplan.
Let your clients seamlessly commit to implement changes
Gain digital client commitment to proposed adjustments on the spot, and automatically turn them into actions.
Reinforce your client’s safety net
Make it easy for them to see that they’re covered, and surface all the detail at the touch of a button.
Capture actions automatically and collaboratively
Automatically add actions like implementing portfolio changes, then add and schedule any others with your client.
Apply your branding consistently across your team
Configure your Ready Review templates with your group’s or practice’s brand logo, colours and images.
Add, update, publish and sync non-dynamic slides to everyone instantly
Using PresoManager and your suite of included templates, publish new slides or make company or compliance changes, knowing the next document anyone creates will automatically be up to date.