Blog / Wealth Management

Our clients asked for simplicity and speed, and we took this request to heart with the release of an intuitive, client-friendly FNA solution in April 2018.

 

Our team has produced a new financial planning interface called TOUCH, which is available across the XPLAN suite of Essential, Wealth and Professional. It will allow our clients to create an FNA in under five minutes and present it in a format their customers can easily understand.

The FNA can be launched from the normal XPLAN interface or presented to clients from a tablet, giving the solution huge flexibility. A financial advisor can switch between the TOUCH, Engage or XTOOLS interfaces, depending on the level of detail needed without the need to rekey any information.

 

We believe this new interface and strategy is a game changer for the market.

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