Atwork
ATWORK is a web-based practice management system used by financial advisors. You may access this comprehensive system through a secure public website by entering your unique username and password, thus ensuring optimal security and protection. The atWORK service includes the following features:
- A secure offsite client database
- A simplistic planning tool (FNA)
- Effective client relationship management
- Practice management tools
- Compliance management tools
Xplan
XPLAN is a complete product range for financial planning professionals. It delivers a web based standardised system for managing client data, investment projections, portfolios, risk and reporting.
XPLAN is a web-deployed platform, which aims to increase efficiency, improve client services and reduce costs. XPLAN has established the benchmark for:
o client management
o practice management
o document management
o portfolio management and research
o cashflow modelling
o risk insurance research
XPLAN have built an FNA solution unique to Masthead members which incorporates our compliance process.
No hosting fee is payable by Masthead member.