XPLAN implementation done properly, once.
A new site, a new licensee, a platform migration: implementation is where the next five years of advice production either gets built on solid ground or gets built on decisions made under deadline pressure. We’ve done this for practices of every size, for over a decade.
Built on a framework that already works.
The instinct is to start with a clean XPLAN site and configure it as you go. Months later the site reflects months of decisions made in a hurry, and nobody remembers why half of them were made. We implement from a proven framework instead: templates, fact finders, reviews, reports and configurations that already work for self-licensed practices, tailored to how you actually advise.
Whether you’re standing up a first XPLAN site as a newly self-licensed practice, migrating off another platform, or replacing a site that’s grown past the point anyone can explain it, the approach is the same: understand how advice gets produced today, then implement a site built for how it should work.
How it works
From current state to live site.
Understand how you advise today
Current process, current pain points, and what a better version of both actually looks like for your practice.
Configure from the framework
Templates, fact finds, reports and workflow tailored to your advice style, built on a foundation that already works.
Migrate, test, go live
Data moved to a standard you set, tested against real scenarios, and a team that knows how to run it from day one.
Where to start
Not sure if you need an implementation or a smaller fix?
Not every problem needs a rebuild. A free Advice Tech Health Check will tell you plainly whether your situation calls for a full implementation, a consulting engagement, or something smaller.