Best Practice Technology Consulting
A practical plan for your advice technology.
Start with the work your business needs to do. Understand what is helping, what is getting in the way and where change is worth making.
Xplan-led consulting for advice businesses
AdviserMate consulting helps self-licensed and independent advice businesses get more from Xplan and the technology around it. We begin with what your team needs to achieve, identify where systems add unnecessary steps, and agree the changes that will make a practical difference — turning advice technology strategy into clear, deliverable next steps.
Xplan-led consulting
Advice technology strategy grounded in deep, hands-on Xplan knowledge — from the platform's core configuration to the detail that typical consulting rarely reaches.
Business requirements
We translate the way your team actually works into clear requirements, so technology choices serve your business rather than the other way around.
Technology development and implementation
Development, build and implementation support that moves agreed changes into production in a controlled, testable sequence.
Compliance-aware design
Solutions shaped with compliance in mind, drawing on experience working alongside compliance auditors and specialists — efficient without cutting corners.
Projects for practices and licensees
Engagements scaled for boutique practices through to licensees managing multiple adviser groups and sites.
Integration with other systems
Guidance on connecting Xplan with the wider software ecosystem, so your advisory tools communicate cleanly and data stays consistent.
How the engagement works
A pragmatic, three-step structure keeps technology work tied to outcomes — from understanding your current state to an agreed plan for implementation.
Current-state review
Clarify what is helping your business today, what is getting in the way, and where change is genuinely worth making.
Priorities and options
Work through the realistic options, weigh effort against benefit, and agree the priorities that will make a practical difference.
Agreed implementation plan
Land on a practical, sequenced implementation plan with clear ownership — a shared picture of what happens next.
Suggested outputs
Where included in scope, the engagement delivers practical, shared reference points so the whole team can move forward with confidence.
Requirements summary
A concise summary of the requirements captured during the review, written so the whole team can work from the same understanding.
Prioritised roadmap
A prioritised roadmap that sequences changes by value and effort, so progress stays visible and achievable.
Responsibilities
Clarity on who does what — across your team, AdviserMate and any third parties — for each stage of the plan.
Proposed approach; engagement deliverables remain subject to agreed scope.
Frequently asked questions
Can existing systems be retained?
Yes. Consulting starts from your current systems and ways of working. We assess what is already effective and recommend change only where it adds practical value, so existing systems can be retained wherever they still serve your business well.
Can the work begin with a defined issue?
Yes. An engagement can begin with a single, clearly defined issue and expand only where there is a good reason to. Keeping the scope tight helps keep cost, effort and timeline predictable.
Who approves compliance-related requirements?
Compliance-related requirements are confirmed by your responsible manager or licensee compliance team as part of the agreed scope. AdviserMate designs to the requirements you approve; final compliance responsibility remains with your business and your licensee.
Discuss your technology priorities.
Tell us where advice technology is creating friction. Let's identify a practical next step.