XPLAN FOR WINDOWS SOFTWARE

TIME MANAGEMENT Record time taken for business activities and correlate this information to revenue or invoicing.

2 IRESS Fact Sheet XPLAN Practice ManagementДЈ BUSINESS TOOLS COMPLAINTS REGISTER XPLAN s complaint register lets you formally record complaints received in a central location for compliance review and/or for assigning to follow up tasks. Examples of actions that barcodes can execute include: creating a new file note against a client and optionally attach the scanned image activating or completing a task activating a thread changing the stored value of a field sending an or SMS adding a client to a campaign. Each barcode can be associated with one or more actions, and when a scanned document containing a barcode is uploaded into XPLAN, the associated actions are performed automatically. MODULE: XMERGE Documents created via the Xmerge module can be assigned a unique, system-generated barcode. A key objective of XPLAN is to automate processes and support the paperless office.

This lets you control the manner in which referrals are provided to you, and creates a two-way communication channel that your referral partners can use to track the progress of their clients within your business processes. BARCODING REFERRAL MANAGEMENT Manage your referral partners and the leads they provide by giving them access to your XPLAN system. As a fully-hosted, web-based platform, XPLAN ensures all uploaded files are secure and backed up. You can upload documents of any file format.

XPLAN FOR WINDOWS SOFTWARE

KEY FEATURES Logical task management and workflow Time management Smart data collection Document storage supports all file formats Bar-coding to support the paperless office Campaign management Business interrogation reporting Tools to keep your clients and dealer group informed Service Benchmarks Alerts and compliance management Invoice and revenue tools Practice management functions within XPLAN are categorised as: Document Management Business Tools Adviser Tools Revenue XPLAN practice management software assists businesses in maximising business opportunities and attaining desired results.Дў DOCUMENT MANAGEMENT DOCUMENT STORAGE In support of the paperless office, all practice and client related file notes and attachments are stored as softcopy within XPLAN. Workflow is an integral part of any business, and the workflow component of Client Focus seamlessly integrates task management, with other XPLAN tools to create smart efficiencies. The XPLAN Client Focus module is designed to maximise data input, and in turn offers maximum data interrogation for business reporting.

It also facilitates producing business interrogation reports to help them to better understand their business, and its: staff processes revenue costs areas needing attention. XPLAN s practice management tools assist our clients in maximising business opportunities, and attaining desired results.

FOR THIS REASON, WE OFFER DEDICATED PRACTICE MANAGEMENT TOOLS TO HELP OUR CLIENTS RUN THEIR BUSINESSES IN A STRUCTURED, EFFICIENT, AND PROCESS DRIVEN WAY. 1 Factsheet VERSION 2 XPLAN An IRESS Wealth Solution AT IRESS, WE BELIEVE PRACTICE MANAGEMENT IS EQUALLY AS IMPORTANT AS CLIENT MANAGEMENT.

Xplan for windows