2plan offer a range of services designed to enhance, simplify and streamline IFA's sales and customer relationship management systems.
These services include:
A unique software programme, incorporating a dynamic electronic fact-find, enabling IFAs to create computer-based client profiles, sales information and customer care processes, without creating paper mountains- Associated hardware, specifically configured to deliver those processes promptly and efficiently
To find out more about the benefits to you of joining 2plan as an adviser then please view our services for advisers, our aims and objectives, or click on the "Join Us" link. You can also see a complete list of benefits for advisers.
You may also like to see case studies of advisers who have benefitted from 2plan processes and technology. And we also have some testimonials from our members.
Log in to our online portal, Nexus.