Pathway XPLAN central

Want a customised XPLAN solution but not ready to build your own site? You can join our XPLAN central site to access a range of existing tools, tailor them or build your own. Choose our XPLAN central site which has our Model Office suite of tools and templates already built for you.

Templates and wizards

Model Office is a great way to get started with XPLAN because it gives you access to a range of existing financial planning tools to help you manage your workflow and create advice documents for your clients through XPLAN. We can add your branding, disclaimers, disclosures and risk profiles.

The wizards within Model Office are designed to help you build financial advice documents quickly and easily with the information you’ve already entered and calculated within XPLAN. Our wizards are more intuitive, comprehensive and offer greater flexibility than many out-of-the-box solutions.

  • A choice of full or short form fact-find wizards
  • SoA summary of advice
  • SoA wizard (long, short SMSF, risk only)
  • Review statement wizard
  • RoA wizard
  • Suite of letter templates

Workflows and threads

Model Office includes pre-set workflows and threads that enable your office to manage a sequence of tasks and allows users to allocate tasks to different users.

Training and support

Model Office support
  • Model Office set up and configuration
  • Training
  • Ongoing fortnightly updates
  • Pathway help desk support and issue escalation

XPLAN support
  • Manage your XPLAN licensing requirements
  • Data conversion management
  • Data feed setup and troubleshooting
  • Pathway help desk support and issue escalation

Training
  • Personalised face-to-face or online training
  • Group classroom training
  • Monthly online webinars
  • Access to online videos

Contact us to learn more >