Ignition Wealth launches Ignition Priority One Assist to support XPLAN Solutions

From

Richard Liverpool

Ignition Wealth’s XPLAN consultancy team offer Australian advice practices a full range of consultancy and customisation options, either under a bespoke arrangement or through our Managed Services packages, Core, Pro and Ignition Next. From September 1, the XPLAN Consultancy Team will also offer the Ignition Priority Assist Service.

“If your practice is using XPLAN (and most are), any breakdown can impact your business efficiency. We know practices need a fast, efficient and expert response. Our on call team of XPLAN technicians are highly trained and will work rapidly to have your XPLAN running and delivering your advice vision,” said Richard Liverpool, Head of Sales and Marketing, Ignition Wealth.

 

As part of the Priority One Assist Service, each XPLAN site gets, as a minimum, their own suite of XPLAN customised resources plus four hours of XPLAN technical and customisation support each year. Practices can use the allotted time to fix issues that have been causing frustration in their practice, or to extend and improve the system for greater efficiency.

For a limited time, included in each membership, each member site is provided with:

  • A set of 5 XPLAN compatible strategy texts ready for SoA integration
  • 2 x XPLAN code snippets ready to apply to their XPLAN site
  • An annual 10 point data integrity report for their XPLAN site

“For the majority of practices it is impractical and financially unjustified to have full-time support in house. The Ignition Priority One Assist Service gives your business the reassurance of full-time expert support at a fraction of the price, ” said Richard Liverpool.

 

Ignition Priority One is included in Ignition Wealth’s XPLAN Managed Services packages: Core, Pro and Ignition Next. Key components of the Core package include the advice wizard, 115+ strategy library, smart fact finder, risk profiler, video conferencing, training video library and a dedicated support helpdesk. The Pro package includes Core plus advice request (paraplanning) wizard, FDS reporting and opt-in, welcome letters, email templates, client and portfolio reporting, traditional advice tasks and threads, advice presentation slides.

———–

 

Key information:

  • Same day response for calls before 12 noon
  • 4 hours of expert technical or customisation support
  • XPLAN strategy text inclusions
  • XPLAN code snippets
  • Annual 10 Point Data Integrity Report

More information about Ignition Wealth’s XPLAN Solutions.

Ignition Wealth’s flagship offering, Ignition Next combines the power of XPLAN and the digital engagement of Ignition Money delivering digital, traditional and hybrid advice in one seamless adviser experience. Financial advice businesses may opt for Ignition Next with either of Ignition’s Managed Services, PRO or CORE.

More information about Ignition Wealth’s Next Solution.

You must be logged in to post or view comments.