Xplan Financial Planning Software
Felcorp Support's Xplan outsourcing capability for financial planning practices. Offshore paraplanning and admin support.
Felcorp's MoneyLaunchPad capability
MoneyLaunchPad software capability is included as part of the following Felcorp service areas:
Felcorp Support is actively investing in developing our expertise on the MoneyLaunchPad platform as part of our commitment to expanding our US and Canadian financial planning capabilities. Our paraplanning teams are currently undergoing structured training across MoneyLaunchPad's cashflow modelling, retirement planning, tax analysis, and document generation modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support North American adviser practices with financial plan preparation and planning documentation within the MoneyLaunchPad environment.
Our teams are familiarising themselves with the platform's integrated planning tools, tax-optimisation capabilities, and reporting features to deliver paraplanning support for North American advisory practices.
What is MoneyLaunchPad?
MoneyLaunchPad is a comprehensive financial planning platform designed for US and Canadian financial advisors. The platform provides integrated tools for financial planning, cashflow modelling, tax analysis, document generation, and client engagement. MoneyLaunchPad supports the full planning workflow from discovery through to implementation and ongoing client service.
Key modules and components
- Cashflow planning and analysis
- Retirement income planning
- Tax planning and optimisation
- Insurance needs analysis
- Education funding planning
- Estate and legacy planning
- Scenario and sensitivity analysis
- Document generation and plan output
- Client engagement and portal
- Advisor analytics and business planning
For more information about MoneyLaunchPad, visit the official website at moneylaunched.com.
