Published May 2023  


Join us for our New Xplan Workflow Updates webinar. Head of Advice Technology, Henry Cai will guide you through the new updated Xplan Workflow interface as well as additional standardised workflows to help your business processes.

Webinar Slides


Standardised Thread Flow Charts

1000. Client Discovery

2000. Advice Preparation

3001. Investment Implementation

3002. Super Implementation

3003. Insurance Implementation

4001. Review the Client

4002. Annual Fee Consent