By Scott Brewster
Operating a financial planning business has evolved in recent years, and staying connected with your client base is more important than ever. Xplan provides a seamless way to maintain client connections, regardless of whether you choose face-to-face, remote, or a combination of both methods.
In the past few years, financial planning practices have had to adapt to changing client preferences and requirements. While some clients still prefer in-person appointments, an increasing number prefer remote or hybrid options. Financial advisors have turned to Xplan software to bridge this gap and continue providing valuable advice to their clients.
The Client Portal in Xplan allows clients to access their information safely, securely, and reliably. They can view financial statements, insurance certificates, or even just a portfolio balance. As an Xplan user, you can offer your clients the convenience of the Client Portal at no additional cost.
First impressions are crucial. A smooth onboarding process is essential for impressing financial advisory clients. By using an eForm system like AdvisorTools, you can streamline the onboarding process, saving hours of manual data entry work. This allows you to focus on providing value during your initial meetings.
Completing documentation with digital signatures can help you stay connected with clients and enhance efficiency. Most investment platforms and superannuation companies now accept digital signatures, making the process more accessible. The Client Portal and tools like DocuSign offer the functionality to complete signatures regardless of your clients' location.
Xplan offers a flexible, tailored solution to help you build a thriving financial planning business, even with clients in various locations. Its unrivaled functionality and integration capabilities make it the perfect platform for your practice. Xplan enables you to:
With the best financial planning software at your disposal, you can offer a more efficient and effective service to your clients and staff.
As a financial advisor in the UK, you can benefit from our expertise in delivering tailored Xplan solutions to businesses like yours. Contact us at Umlaut Solutions to learn how we can help you optimize your processes and better connect with clients in today's ever-changing landscape.