XPLAN USER TRAINING

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 Dive deep into the main CRM functionalities of Xplan, including client data management, advanced search capabilities, workflow optimisation, document management, and efficient email system usage. Our training covers navigation, customisation, and best practices for utilising the Client Focus module to its fullest potential. 

Unravel the complexities of this transaction-based portfolio management system. We cover everything from managing live portfolios and modelling changes to understanding the administrative functions and running corporate actions. Learn to effectively utilise this powerful module including how to leverage data feeds for up-to-date portfolio management. 

Master this comprehensive platform comparator. Our training will guide you through its comprehensive database, teaching you how to model investment recommendations and compare products based on features, fees, and costs. 

Master this powerful life insurance comparison and quoting tool with our expert guidance. Learn to generate accurate quotes and tailor recommendations based on insurance policies, catering to specific client needs and circumstances. 

Overcome the overwhelming aspects of these financial projection tools. Our training simplifies their use, helping you model specific scenarios and offering holistic projections to compare strategies effectively. 

Recognising that every business has unique training needs, we customise our programs accordingly. Whether it's basic start-up training for newcomers or advanced sessions for seasoned users, our training is flexible and adaptive to your specific requirements.