We use technology to help you offer better advice and service and minimise the time needed to be compliant.
Better advice and service
Using our technology systems and tools, you’ll be able to quickly prepare safe, high quality, client friendly advice documents. Systems are continually improved based on the feedback of practitioners to ensure they are functional, user friendly and adding value.
Technology Support Tools
At Insight, we use Xplan paired with Xplan consultants, Umlaut to help you customise the powerful tool to your business.
From diaries, workflow and CRMs to Fee Disclosure Statements and more, you’ll be able to streamline your work and ensure compliance at the push of a button.
From discovery to implementation and review, our technology systems will free you to put more time into your core activities.