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Services > XPlan Adviser Support / Help Desk
XPlan Adviser Support / Help Desk
Head Office, Administration and Adviser Support
Daily answers to general 'How do I?' XPlan questions
Replacing Standard Iress telephone help-desk Support
Providing answers to standard and complicated queries
Monitoring of requested XPlan enhancement requests (through OCS and Iress)
We can provide ad-hoc or on-going XPlan Administration and Adviser Support for all head office staff.
Our helpdesk/support staff are experienced Para-planners & Administrators with extensive XPlan knowledge enabling our team to be able to provide not just software but relevant technical financial planning support as well.
Support Times: |
Provided from 9.00am – 5.30pm, weekdays. (EST time) |
Method: |
Dedicated email and telephone support to staff.
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Support Calls: |
If urgent all email enquiries will be dealt with before and after hours. |
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