Unleash hidden time and cost savings from deep within your business.

With rich practice management functionality and tools you can effectively manage every aspect of your advice firm. A fully integrated and flexible solution supports your client engagement, workflow, staff, revenue management and reporting, and regulatory compliance, while automating tasks to save you time and money each and every day. The results are truly transformational.

Business benefits

Practice Management solutions - XPLAN, CommPay

  • Rich practice management and revenue management tools 
  • Highly configurable, scalable and flexible - evolves as you do
  • Automated workflows for improved efficiency
  • User friendly interface for everyone in your business 
  • Access anywhere and on any device
  • Streamlines processes to boost your bottom line
  • Fully hosted and supported

Watch the XPLAN video

Find out how XPLAN can help you get a better view of your business in one place.

Related solutions

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