Month: March 2023

Xplan Alternatives: Five Alternative Wealth Management Solutions

Top 5 Alternatives to Xplan If you’re in the market for wealth management solutions, then Xplan is likely on your radar. Developed by IRESS, Xplan is an award-winning software designed for businesses of all sizes that provide financial advice. Its features help advisers manage their clients’ portfolios, generate financial plans and reports, and ensure compliance….

Read More »

Guide to Filling Out Our SOA Request Form

How to Fill Out TNW Solutions SOA Request Form A Statement Of Advice (SOA) is one of the most important documents a financial advisor or planner prepares. It sets out the relationship between the advisor and a client, detailing the client’s financial situation, what the objectives are and how they will be achieved. It clearly…

Read More »