The options for configuring Xplan are almost endless. They need to be, because no two wealth management businesses are quite the same. But users are often unaware of quite how much they can do to get the software working not just for their business but for their individual roles too.

If you’re keen to make sure you’re not missing a trick when it comes to Xplan, read on to hear our expert team’s top tips and best-kept secrets.

Read more