Software - Xplan Vietnam April 2012 Log In. Why Xplan? Changed from Visy Plan – Xplan in 2007 Consolidating Systems (Acclipse & Visy) Enhanced Reporting.

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Presentation transcript:

Software - Xplan Vietnam April 2012 Log In

Why Xplan? Changed from Visy Plan – Xplan in 2007 Consolidating Systems (Acclipse & Visy) Enhanced Reporting Web Based

Basic usage Document Library (Templates) Document Storage Portfolios Client Database Tasks Modelling Invoicing

Advanced Usage Client Reporting Wizards – SoA, Fact Find, Pension Minutes Threads Time Based Advice/Costing Marketing Campaigns Barcoding Super Solver/Comparison Insurance Quoting Software

Areas for Improvement Training Calculators/Modelling Support – Retention of Account Execs

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