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Welcome toCENTREPOINT ALLIANCEPartnering for Growth -
Innovation starts with seeing things differently.
Technology Solutions
Tailored technology that simplifies your operations and powers your business performance. We understand how important technology is to you. Here is a sample of some of our solutions.
Compass (Xplan)
We partner with IRESS to provide our network with Compass - our badged versions of Xplan for Alliance Wealth, PIS and self licensed practices. Compass is our integrated financial planning software offering for wealth management and financial planning professionals.
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CWT (Xplan)
We partner with IRESS to provide our network with CWT - our badged versions of Xplan for Matrix and LaVista practices. CWT is our integrated financial planning software offering for wealth management and financial planning professionals.
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Potential New Firms - Application Portal
Potential new firms enter here to start the application and transition process to Centrepoint Alliance. Everything you need to complete and submit your application can be accessed in the portal to make this a seamless process.
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Xplan Pricing, Licencing and User Changes
If you want to find out the discounted pricing per module, request a new log on, amend an existing log on or cancel a log on.
LaunchOur Technology Services
We offer the following consultancy services to our network.
Consultancy Services
We offer a broad range of consultancy services covering advice tech, CRM, marketing automation, custom workflow build, custom applications and strategic guidance on your technology roadmap
Service Packages
Transformational solutions to drive operational efficiencies and or revenue streams. Examples include custom referral solutions, database clean-ups and paperless office
Infrastructure Review
Strategic review of your infrastructure and network topology that may result in recommended migration and transformation programme.
The team once again has provided amazing service going above and beyond to rectify a problem we had.
Very helpful and very quick to get back to me.
Thank you so much for the help! Fixed up two of my issues in one phone call, fantastic.