Advice Solution

Advice Solutions

We deliver optimised Advice solutions within an Xplan site to ensure you produce quality advice efficiently and safely

What is our Advice Solutions?

Opex will help you gain business efficiency and get the most out of Xplan through our various Advice Wizards, Templates and Strategy Content.

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Comprehensive Range of Wizards and Templates

Fact Find, SOA, ROA, Bulk ROA, FDS & Opt-in and many more.

SOA that is both visually appealing and easy to understand

Client focused language and layout utilising high quality images, infographics and icons.

Improved Efficiency

Our wizards integrate seamlessly with all key modules of Xplan and will help drive business efficiency.

Strategy Text and Flyers

Gain access to our range of 125+ Strategy Texts and 60+ Strategy Flyers that integrate with your advice solution.

The Opex solution provides a comprehensive range of capabilities to support advice delivery

Benefits of Advice Solutions

Flexible

We have a range of customisable solutions available to provide our clients with flexibility.

Site Theming
Branding
Custom Text Libraries
SOA Tailoring
Tailored Reports
Connect to other systems
Advanced SOA Formatting

Regulatory

Let Opex help you achieve peace of mind with key compliance obligations.

FDS (Brokerage Integration)
Opt-In
Better Position Statement
Alternative Strategies & Products

Helpdesk Support

We know how complicated Xplan can be. Let our highly skilled and knowledgable team support you and provide you with the guidance when required.

We are your single point of call when it comes to anything Xplan.

Our support team is available Monday-Friday 9am-5pm AEST.

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Our Advice Solutions Products

Advice Essentials

Cost effective solution covering a Fact Find and SOA wizard. The ‘Plug and Play’ solution gives you quick access to a robust and simple advice solution that still allows you to meet your AFSL obligations.

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

Advice Strategy Content

Subscribe to the strategy text and flyer library to integrate with your existing advice solution. The content is enhanced twice a year and updated when regulatory changes occur.