Setting the standard for Managed Xplan
Benchmark is perfect for Financial Advisers who want a best-practice solution managed by Xplan experts. Benchmark provides subscription options tailored to your needs and a comprehensive suite of services and solutions that make Xplan work for you. From access to the Phoenix template suite, integration with the Umlaut tools as standard, and partnering with specialists to help you run your business, Benchmark has everything you need to take your advice business to the next level.
Benefits
Streamlined Advice Management
Access our best practice suite of templates, processes, and tools to manage your advice business with ease, reduce admin workload, and improve operational efficiency.
Access to Expertise and Tools
Benefit from comprehensive support, industry insights, and a wide range of tools designed to help you optimise your Xplan site and deliver the best service to your clients.
Peace of Mind
With our team managing your Xplan site, you can be confident it’s up-to-date, compliant, and running smoothly, allowing you to focus on client relationships and business growth.
Benchmark is our fully managed Xplan service, designed to optimise your site for best practice, compliance, and productivity. Our team of Xplan experts takes care of everything — from system configuration and updates to template and workflow management — so you can focus on delivering advice and growing your business.
By leveraging our best practice suite of templates, processes, and tools, Benchmark simplifies operations, reduces administrative burden, and improves overall efficiency. You’ll gain access to expert support, resources, and insights that help you stay ahead of regulatory requirements, optimise your use of Xplan, and consistently deliver exceptional outcomes for your clients.
Available Services
Included Services
- Access to our Phoenix Suite of templates
- Access to AdvisorForms Fact Find
- Access to business reporting dashboards
- Access to our Helpdesk for support
Optional Add-On Services
- Datafeed support & management
- Training for advisers, paraplanners, and admins
- Customisation options to tailor templates, workflows, and site settings
Get Started with Benchmark Today
Talk to an ExpertFrequently Asked Questions
We’ve answered some common questions to help you understand our process and services.