Xplan User Training
Build confidence in the tools your team uses.
Make learning relevant to the work in front of you, whether the team is getting started or developing more advanced skills.
Training built around real work
AdviserMate Xplan training meets your team where they are. Beginners get a clear path through the essentials; experienced users deepen their expertise in the modules they rely on most. Every session is anchored to the tasks your team performs, so learning translates directly into everyday confidence.
Client Focus
The core CRM module — client data management, advanced search, document management, workflow and efficient email use, with navigation and best practices.
Portfolios (IPS)
The transaction-based portfolio management system — managing live portfolios, modelling changes, administrative functions, corporate actions and working with data feeds.
WealthSolver
The platform comparator — modelling investment recommendations and comparing products by features, fees and costs.
RiskResearcher
The life insurance comparison and quoting tool — generating accurate quotes and tailoring recommendations to client circumstances.
Xtools and Xtools+
Financial projection tools — simplified, so your team can model scenarios and present holistic projections that compare strategies clearly.
Tailored beginner and advanced sessions
Programs shaped to your team's experience, from start-up training for newcomers to advanced sessions for seasoned users.
Understanding how the modules work together
How these modules connect within the Xplan ecosystem, so the team moves between them with confidence rather than in isolation.
How sessions are structured
A four-step flow keeps each session practical — from the learning goals you want to achieve to material the team can return to afterwards.
Agree learning goals
Start from what your team needs to do, and agree the learning goals that will move them there — not a generic syllabus.
Select relevant tasks
Choose the real tasks your team performs as the basis for practice, so learning is immediately useful.
Guided practice
Work through the tasks together with guided practice, building confidence through doing rather than watching.
Supporting material
Where scoped, leave behind supporting material and session resources the team can return to afterwards.
Suggested outputs — a learning plan and session resources — are subject to confirmation.
Frequently asked questions
Can training use our environment?
Yes. Where appropriate, sessions can use your own Xplan environment and your real data structure, so the team practises on the work they'll return to — subject to what is safe and available in your environment.
Can sessions be role-specific?
Yes. Training can be tailored by role — advisers, paraplanners, administration and support staff — so each group covers the modules and tasks relevant to their day-to-day work.
What preparation is needed?
Preparation is light and practical: we agree the modules and roles in scope ahead of time, and confirm any access or sample data required. There is no expectation of formal prerequisites.
Related services
Discuss your team's training needs.
Tell us where the team is confident and where they're not. Let's shape sessions around the work in front of them.