What is xplan iress?
Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. It helps to reduce administration, maximise business opportunities and deliver high impact financial advice.
Is xplan a CRM?
Financial advisers aren't particularly happy with their Client Relationship Management (CRM) providers such as XPLAN, providing an opportunity for incumbent providers to lift their game as well as an opportunity for new entrants, according to new white paper released by Netwealth.
Is xplan cloud based?
Xplan is fully hosted web- based software and we offer both standard and premium hosting options.
How do I check my Old Mutual policies?
You can use our digital solutions. For your convenience and peace of mind, download the Old Mutual App or register and login into www.oldmutual.co.za to view your portfolio.
Can I withdraw money from my Old Mutual retirement annuity?
Old Mutual SuperFund members cannot partly withdraw cash and invest the rest of their retirement savings into Preserver. There are also no part withdrawals allowed once invested in Preserver. A member must either invest all their retirement savings or withdraw all.
How do I contact Old Mutual?
If you have a complaint please visit our complaints page to complete and submit a short form or call us on 0860 50 60 70.
How do I claim my Old Mutual savings?
How to claim with Old Mutual
- Web. Submit your Funeral claim online. ...
- WhatsApp. Save 0860 933 333 as a contact on your phone. ...
- USSD. Dial *120*6672” for free to begin the process of submitting your funeral claim. ...
- Email. Once we have received all the required documentation for a valid claim and approve the claim, we aim to pay: