#XPLAN ADVISER LOGIN SOFTWARE#
The portfolio management functionality within our software solutions gives you everything you need to manage your clients’ portfolios effortlessly.
![xplan adviser login xplan adviser login](https://www.merlea.com.au/img/banner-1.jpg)
Offer clients secure online access to their portfolio and real-time information.Monitor, manage and trade on client portfolios directly and in real-time.Tailor how you want to present information to the client.Quickly report on your clients’ portfolios.A complete system to suit all levels of portfolio complexity.Whether your clients’ portfolios are simple or sophisticated, managing them is easier and more efficient when you can do it all in one place. Make it your own: deliver your own brand experience and integrate your own content into a branded interface across your advice channels.Secure client access: provide your clients with secure, real-time access to their portfolio, other financial data and self-guided features.Easy access to client data: filter information and perform complex searches to get the information you need.
#XPLAN ADVISER LOGIN FULL#
Full task, activity and diary managementĬomplete CRM functionality with a single software system gives you a better understanding of your clients and helps you identify more advice opportunities.Ī full range of client engagement tools enable you to deliver an integrated, multi-channel service that’s not only fast and efficient, but available on-demand and in real-time from any device.
![xplan adviser login xplan adviser login](https://class-public-1.s3.ap-southeast-2.amazonaws.com/class/2021/06/MicrosoftTeams-image-3.png)
![xplan adviser login xplan adviser login](https://www.talisifa.com/wp-content/uploads/2017/04/23579878_ml-768x512.jpg)