FYG Planners would like to congratulate IRESS for their XPLAN software being named the number one Australian financial planning software by research house Investment Trends for the tenth consecutive year.
XPLAN has been FYG Planners’ preferred advice and wealth management platform for over a decade, with FYG investing significantly into a developing a highly customised version of XPLAN for the advisers at our AFSL.
XPLAN led in each of the five areas reported by Investment Trends – client management, advice provision, portfolio management, practice operations and integration. It also received the 2016 Investment Trends Planning Software Innovation Award for the digital document signing we introduced last year.
Investment Trends analyst Ian Webster said financial planning software offerings were the first generation of fintech developers which had grown into generating almost all of the regulated advice provided to Australians, with IRESS’s innovative ability having earned it the top spot.
“IRESS continues to lead the Australian comprehensive planning application development community with an active program of enhancements, refinements and new functionality,” he said.
FYG Planners senior management are regularly consulted by XPlan for current and future development needs and FYG Planners have regularly assisted in testing for new XPlan system developments.
Advisers joining FYG will enjoy the benefit Xplan software that is already years ahead of industry standard.
[…] We’ve been using Xplan for over a decade and in this time we’ve (probably much to the frustration of account executives) pushed to develop a highly customised version of Xplan to suit our own procedures. This customisation has focused on extending new fields and drop downs for fact finding; streamlined wizards for ease of use; and creating advanced templates for producing advice statements and reviews in quick time. It should be noted, this customisation comes on top of the industry’s already preferred financial planning software. […]