SW Accountants & Advisors
Implementing a custom client portal with bespoke reporting for UHNW clients, transitioning Xplan support, and embracing technology to elevate service offerings.
Transforming SW Accountants & Advisors Through Strategic Solutions
Implementing a custom client portal with bespoke reporting for UHNW clients, transitioning Xplan support, and embracing technology to elevate service offerings.
Project Objectives
SW Accountants & Advisors sought to address several critical challenges that were hindering their efficiency and client service delivery. Their previous provider was not proactive and lacked the depth of expertise needed to support their evolving needs. The primary goal was to implement a custom client portal that could offer bespoke, fit-for-purpose reporting for their UHNW clients, reducing the time spent on manual client reviews. Additionally, they aimed to transition their Xplan support to a trusted partner, adopt a new suite of templates for streamlined processes, and embrace technology to elevate their overall service offering.
Our Solutions
To meet their needs, we developed a multi-faceted approach:
- ●We partnered with them to provide full Xplan support services, ensuring seamless system performance.
- ●Our Phoenix suite of templates was rolled out, giving them access to a flexible and efficient template solution.
- ●We introduced our AdvisorForms online fact-finding tool, offering two-way sync with Xplan for improved data flow.
- ●A bespoke reporting tool was built exclusively for their UHNW clients, providing an interactive and personalised reporting experience.
Results & Benefits
The impact of our solutions has been profound:
- ●Significant time savings, with clients now able to review and update data before meetings, streamlining the review process.
- ●An interactive, bespoke client report available for review meetings, enhancing the client experience.
- ●The Phoenix templates have increased flexibility, allowing SW to tailor outputs without incurring extra customisation costs.
- ●With our ongoing support, SW now has a reliable partner for all their Xplan requirements, ensuring they stay ahead of their operational needs.
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Client
SW Accountants & Advisors
Initial Engagement
2023