We deliver optimised Advice solutions within an Xplan site to ensure you produce quality advice efficiently and safely
Opex will help you gain business efficiency and get the most out of Xplan through our various Advice Wizards, Templates and Strategy Content.
The Opex solution provides a comprehensive range of capabilities to support advice delivery
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
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.
Services
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