We explore in more detail what it could look like for an advice practice exploring new technology due to a licensee change and whether a hosted Xplan solution or their own Xplan site is the right option.
Read MoreFind out what our financial adviser clients are doing, how they’re getting efficiencies from technology and how we find simple solutions for complex situations.
We explore in more detail what it could look like for an advice practice exploring new technology due to a licensee change and whether a hosted Xplan solution or their own Xplan site is the right option.
Read More