Advertorial: Ovation founder Chris Budd and his team were impressed by the real-time helicopter and granular views of critical business activities
They wanted a system that would also produce powerful client and management information, to enable them to better demonstrate the value they were adding.
Why XPLAN was the clear choice
Ovation founder Chris Budd and his team were impressed by the real-time helicopter and granular views of critical business activities – things like sales pipeline, activity management, FUM and lead tracking - provided by XPLAN’s dashboard of reporting tools.
The chance to test XPLAN loaded with their own data (as many times as they liked) sealed the deal.
The team had access to full on-site training plus online and telephone support, not that they needed much as Elizabeth Thomas, Operations Manager at Ovation Finance explains: “I found XPLAN really easy to pick up, mostly because it’s a relational database with an easy front end”.
Adrian adds that the team’s response to XPLAN was “very positive”.
Delivering measurable results
For Adrian, the main benefit is how much information XPLAN gives them. He says the reaction he gets from clients is “Wow! I never realised you did so much work” and his response is “It’s not us doing the work, it’s XPLAN”.
Being able to compare current and rebalanced portfolios helps the Ovation Finance team create the best possible recommendations for their clients. Plus, having the ability to synchronise and share diaries across the team puts them in more control of workloads.
With automated tasks reducing manual inputting and admin time as well as increasing accuracy, XPLAN has made a visible difference to their business. A delighted Adrian says, “Before XPLAN, the monthly management report took a day to prepare; now it takes two hours.”
Elizabeth is equally impressed: “XPLAN gives me the ability to quickly run reports into Excel. It easily saves a good day’s work.”
When asked, Elizabeth sums it up nicely, “XPLAN is invaluable for keeping us in touch with money coming into the business, invoicing, and understanding where we are with each client at any given time.”
Ready to give your business the ‘X’ factor?
If you’d like to find out how XPLAN can also improve your processes and profitability, visit: www.iress.co.uk/xplan. Or let Adrian and Elizabeth explain the full difference XPLAN has made: https://youtu.be/diWDYm6clYo
“We would definitely recommend IRESS and XPLAN, we’ve got so much more flexibility.”
Adrian Kidd is financial planner at Ovation Finance
