Tools to help you more effectively manage client activity and enhance client advice
The Adviser toolkit service gives you access to AMP's X-Plan Client Relationship Management System (CRM), which contains all the tools and support you need to manage client activity and enhance client advice and compliance.
XPLAN is a web based modular system for Financial Advisers. Through XPLAN, Advisers have access to a contemporary and leading toolset to assist them to run their practices and manage their clients more effectively.
AMP's XPLAN offering incorporates the modules Client Focus and Risk Researcher.
Client Focus is a comprehensive Client Relationship Module, which includes the following functionality:
- Customised dashboards
- Threads and tasks to support processes and manage workflow
- Letter template functionality
- Send emails and create formatted email templates
- Store file notes
- Record diary appointments
- Generate Statement of Advice reports (single point data entry & automated population into templates)
- Audit trails
- AMP product datafeeds
Risk Researcher contains all the tools necessary to determine a client's risk needs, and assess, model and recommend risk solutions. It includes the following:
- Simple or comprehensive needs analysis
- Flexible and comprehensive premium modelling
- Detailed policy features and benefit analysis
- Scenario based recommendations
XPLAN can assist Advisers to deliver complete and compliant advice, whilst improving efficiencies and maximising business opportunities.