Take a look at our
insights, expert tips and news

All(12) Announcement(1) Business(1) Consumer Duty(2) People(2) Technology(5) Training(1) Guides (4)
6 common pain points after moving from Adviser Office to Xplan and how to resolve them
6 common pain points after moving from Adviser Office to Xplan and how to resolve them
Dispelling myths, unlocking digital potential: why financial advisers should embrace client portals
Dispelling myths, unlocking digital potential: why financial advisers should embrace client portals
Evotra CEO named Wealth Managing Director of the Year by SME Awards 2022
Unlocking Xplan’s potential: see how targeted training drives user adoption
Unlocking Xplan’s potential: see how targeted training drives user adoption
Valuations in Xplan wrong? It’s time to fix your third-party data feeds
Valuations in Xplan wrong? It’s time to fix your third-party data feeds