Financial Advice

Software

Compass, a tailored version of Xplan software, is your end-to-end advice solution.

Developed in conjunction with industry leader IRESS and specialist developer Enzumo, Compass is Centrepoint’s proprietary financial planning software, tailored specifically to the needs of our advisers.

Modular in nature, Compass allows you to use all the features you need, and none that you don’t. Which means you can choose your modules and develop a bespoke package to suit the type of advice that you offer.

With Compass, you’ll have access to:

  • templates which have been approved by our Professional Standards team
  • automated workflows and wizards to help your staff produce a range of documents such as Statements of Advice, Records of Advice, Client Data Forms, Fee Disclosure Statements and much more
  • strategy text and knowledge libraries which speed up and improve the quality of your advice.

Compass users receive support from a dedicated team of paraplanning and technical professionals, and an in-house technical support team. You’ll receive:

  • a transitions team to help migrate you to Compass
  • induction training at no additional cost to you
  • free training materials such as webinars, education videos and peer to peer learning forums
  • a helpdesk for technical support and queries.

We're always happy to provide a demonstration of the Compass platform and discuss a transition management plan that works for you.