Software
Access to Lonsdale's hosted Xplan site provides customised solutions which are developed to build efficiencies within your business.
Lonsdale has committed head office resources to continually develop and enhance the hosted site and provide ongoing support. This means you are left to do what you do best - provide great financial planning advice and service to your clients.
Core Xplan modules:
- Client Relationship Management (CRM-Client Focus)
- Client modeling tools (Xtools and Xtools+)
- Portfolio Management system (IPS)
- Hosting
Optional modules:
- Super Solver
- Risk research tool (IQM+)
- Alerts Manager Licence
- Client online access
- Delayed ASX market data
- Risk research tool (IQM+)
- Alerts Manager Licence
- Referrer access
Benefits of accessing the Lonsdale hosted site include:
- Efficient site design-simplified with easier access and usability
- Advice templates (SoA, SoA IBR, RoA, Client Review)
- Fact find and Reverse Fact find
- Communication tools
- Referral solutions
- Business processes (Xplan threads)