See Advice Designer in Action

Transform Xplan data into a compliant SOA, ROA or Review — and an interactive client presentation — in one workflow.

What You’ll See in Your Demo

A modern way to author SOAs, ROAs and Reviews. Replace ageing wizards with a guided workflow that cuts hours off document prep — without leaving Xplan's rich data behind.

Presentations clients actually engage with. Deliver advice and reviews as an interactive, branded digital experience — not a static PDF or a PowerPoint stitched together the night before.

Native Xplan integration. Client data flows straight from Xplan's CRM, WealthSolver, Risk Researcher, IPS and Xtools+ into the finished document — no exports, no re-keying, no second record to maintain.

Built around your practice. Configure branding, imagery and compliance disclosures so every document and presentation reads as yours — not as software.