With industry connectivity underpinned by technology
Managing advice execution can be time-consuming and demanding on you and your team. Which is why we’re building a new cloud-based infrastructure capability, underpinned by the Connectivity Network, called Xplan Affinity. It is designed to enable platform and insurance providers to integrate directly with Xplan. Straight-through processing will facilitate seamless client onboarding, trading, insurance applications, advice execution, and client maintenance, as well as reporting. So you can enjoy more get-go and less go slow by cutting out the admin work that slows you down.