Xplan Financial Planning Software

Xplan Platform Overview

Xplan is a comprehensive financial planning and practice management software platform used by adviser firms worldwide. The platform provides integrated tools for financial planning, case management, client communication and practice operations.

Xplan capabilities

Felcorp's Xplan capability is available across these service delivery areas:

• Adviser Admin Services
• Financial Planning Outsourcing

Expertise across Xplan

Our Xplan teams support the full breadth of adviser workflows, including:

• Client record management: Client onboarding, contact information and document storage
• Financial planning and case management: Fact finding, goal setting, plan development and recommendation documentation
• Portfolio administration: Portfolio setup, asset allocation and investment recommendations
• Compliance and reporting: Advice documentation, client reporting and compliance file maintenance
• Client communication: Report generation, client portal management and ongoing engagement tools

Our Xplan service delivery

Our Xplan teams are experienced working with adviser practices across multiple business models and service delivery approaches. We support adviser teams from initial client onboarding through to ongoing portfolio reviews and compliance reporting, helping practices deliver comprehensive financial planning to their clients.

Our offshore Xplan teams can work across different adviser models including full-service planning firms, platform-focused practices and hybrid advisory models. Whether you need support with paraplanning, compliance, portfolio administration or back office operations, our teams can adapt to your specific workflow requirements.

Team structure and capability

Our Xplan teams operate across multiple seniority levels and role types. You can build your team across entry, mid and senior paraplanning roles, or alternatively deploy a mix of admin, paraplanning or both depending on your practice needs.

Our experienced Xplan coordinators and administrators work across junior, intermediate and senior team levels. This flexibility allows you to scale support with your practice growth and adjust team composition as your workflow demands change.

Geographic and market expertise

Our Xplan teams have delivered practice support services across multiple geographic markets and regulatory environments. Your team can include staff trained across Australian, UK and international advice frameworks and compliance requirements.

Getting started

To learn more about Xplan support at Felcorp, contact your account manager or reach out to our support team.

Written by Tobias Fellas, Founder & CEO at Felcorp Support.