Technology that works for advice
Make your advice technology work better.
AdviserMate helps self-licensed and independent advice businesses get more from Xplan and the technology around it — through consulting, customisation, training, data, portfolio configuration and migrations.
One offer, six services
Specialist Xplan expertise, delivered as focused services that meet you where your business is today.
Best Practice Technology Consulting
Tailored consulting to optimise your use of Xplan and other financial advice technologies, aligned to your business needs.
Learn moreXplan Customisation Services
From interface design to document templates and reporting, customisation that makes Xplan more efficient and user-friendly.
Learn moreXplan User Training
Comprehensive training programs covering all aspects of Xplan — for new users or teams seeking advanced skills.
Learn moreData Quality Analysis and Remediation
Ensure the integrity of your financial data with expert analysis and remediation, enhancing decision-making and compliance.
Learn moreModel Portfolio, Custom SMA and MDA Configuration
Streamline your investment recommendation strategy with configuration for Model Portfolios, Custom SMAs and MDAs in Xplan.
Learn moreData Migration Management
Seamless and secure data migration services for Xplan and third-party software, ensuring a smooth transition with minimal disruption.
Learn moreA practical partner for advice businesses
Founded by Ben Peck, with over 20 years in the advice-technology sector, AdviserMate speaks first to self-licensed and independent advice businesses — and brings the technical depth larger organisations need.
- Deep, hands-on Xplan development experience
- Compliance-aware solutions, honed with auditors
- 100+ successful data migrations delivered
- Tailored training across every Xplan module
A clearer route to the right conversation
We listen first, understand your challenges, then act — so our technology work translates directly into efficiency, growth and client satisfaction for your practice.
Book a free consultationCan't find what you're looking for?
Our services extend beyond this list. If you need Xplan-related assistance that isn't mentioned, reach out — we'll tailor a solution to meet your needs.