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….

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Tips to be an Awesome Paraplanner

Passion, proficiency and profitability are three essential aspects that result in career satisfaction when perfectly balanced. Providing a great service to both financial advisors falls into the proficiency section. Whether you are just starting out in your career or have previous experience, there is always room for growth and development. Continue reading to discover our…

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The Top 5 Mistakes You Should Avoid When Selecting a Paraplanner

Paraplanners provide fantastic support to financial advisors. The demand is on the rise and increasing numbers of financial planners are choosing their services, relying on paraplanners to assist with a multitude of tasks including financial paraplanning, portfolio reviewing and report writing. When looking for a paraplanner, it is important to get it right. Discover the…

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