New SOA software for dealer group
Financial Services Partners (FSP) has introduced a number of improvements to its Xplan software to deliver more comprehensive written advice to clients.
These improvements include advice strategies on life insurance, self-managed superannuation funds and debt management.
FSP CEO Charles Smith says the XPlan statement of advice (SOA) wizard software contains strategies to enable advisers to more effectively communicate their recommendations to clients.
He says introduction of the new software is part of the dealer group’s ongoing commitment to help advisers provide quality advice for their clients.