Client Login

Advice Pack

The advice pack provides a comprehensive range of wizards and templates to support advice delivery. Our wizards integrate seamlessly with all the key modules of Xplan and will help drive your business efficiency. Opex is your ‘one stop shop’ for all elements of this solution. We have a range of customisation options to provide your clients with flexibility.

Advice Pack

  • Fact Find (Comprehensive, Prospect and Review)

  • Advice Constructor Wizard (SOA, ROA, Strategic Review SOA)

  • Strategy Flyer Wizard

  • FDS & Opt-in Wizard

  • Portfolio Report Wizard (Client and bulk wizards)

  • Bulk ROA Wizard

  • Xtools + Output Wizard

  • 20+ Best Practice Merge Templates in our library (e.g. Client letters, Insurance Schedules, Client List Reports)


Provide your clients with the visually appealing and easy to understand Opex Statement of Advice (SOA).

New features include:

  • Regular updates to our standard solution

  • Client focused language and layout

  • Images, infographics and icons

  • Enhanced content for Recommendations, Better Position Statement, Product Comparison Reports (Among Others)

Have a question? Call us Now
Get In Touch
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from Youtube
Consent to display content from Vimeo
Google Maps
Consent to display content from Google
Consent to display content from Spotify
Sound Cloud
Consent to display content from Sound