Nod integrates with XPLAN using the XPLAN Custom API.
This means we can pull data from all the areas of XPLAN including IPS, Wealthsolver, Risk Researcher and Client Focus seamlessly into your Nod documents.
You get all the benefits of a world-class document automation and compliance system without needing to double-handle data between XPLAN and Nod.
Click here to read more about our integration with XPLAN.
People spend too much time writing advice documents. We're on a mission to automate document creation and Nod is proven to reduce document creation times by up to 70%.
Nod's document automation platform makes it easy to create conditional logic to handle any document automation requirement in a simple user interface.
Tight integration with XPLAN means you can pull the data from IPS, Wealthsolver, Risk Researcher and Client Focus automatically into a Nod document.
Compliance and quality assurance teams spend too much time in archaic systems coding document templates and reviewing completed documents to check for compliance.
These same teams have no visibility over how these documents get used in the real world documenting advice for clients.
We make document template creation and management easy with our drag and drop interface and simple rule creation.
Compliance experts can control document template construction and ensure any updates to content are pushed out to all users in real-time.
Our integration with XPLAN means you can be confident that the data in your XPLAN feeds seamlessly into your documents in Nod.
The team have been sensational in on-boarding our business to the Nod platform and nothing has been too much trouble. We are excited to have partnered with a progressive company that is dedicated to streamlining the advice process!
“Finance Control has been using Nod for the last 6 months to improve efficiencies and manage paraplanning costs. It has allowed our business to focus energy on client engagement and team development by reducing the unnecessary time to edit documents."