Advisers and dealer groups rely on XPLAN's built in alerts and compliance components to stay current with client processes and monitor business behaviour.
Client and business alerts.
Apply automated exception-based rules across an entire client database, leveraging off consolidated client and portfolio data.
Monitor client data via an alert mechanism, and report on trend and risk management for dealer audit teams.
Rule criteria encompasses all XPLAN modules, and allows filtering of client business requirements and setting of priority levels. Defined follow-up actions ensure alerts are never missed.
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Features
- Set alerts to Identify sales opportunities
- Integrate with workflow by setting trigger actions.
- Create complex rule criteria
- Identify portfolio and database trends and patterns.
Product: XPLAN Alerts Manager, XPLAN Client Focus
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"Active portfolio monitoring translates to brand protection."
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