Financial planning software can be an extremely powerful tool and an integral part of an effectively run financial advice business. As a financial advice business grows, it often seeks ways to enhance its business model and to find efficiencies through the use of integrated financial planning software.
The benefit of effective financial planning software
An effective use of financial planning software can help you to:
- Generate standardised Financial Advice documents through templates, wizards and threads rather than cutting and pasting from previous work – reducing the risk of error
- Improve workflow and task management to enable a greater level of automation for repetitive tasks
- Allow client management and paraplanning staff to undertake more valuable work, enabling the financial adviser up to spend more time with clients
- Provide a cost-effective service to less profitable clients
Find out more about templates, wizards, threads and workflows.
Your choice of financial planning software
Your choice of financial planning software will depend on which product fits best with your preferred business and operating models as well as who will give you the best ongoing help and support.
At Pathway, we offer XPLAN financial planning software licenses to our clients. XPLAN is one of the marketing-leading financial planning software systems developed by IRESS. This financial planning software suite covers the entire financial planning process.
At Pathway, we’ve built our Model Office solution to help you make the most of the XPLAN financial planning software in your office and we can tailor solutions to your specific needs as well as provide ongoing help and support.
Contact us for more information.