Access in Xplan – convenient & simple

We’ve integrated our service so you can quickly invite your clients to provide feedback, access the results from within the client record and then take action. We’ve done all the hard work so you can get on and do what you do best.

Looking for advice? Go here.

Register & Upload Template

Upload your unique email survey invitation during the quick & easy registration process.

Decide Who & When

You decide who receives the survey invitation and when – manual or linked to a workflow.

Send Invitations To Clients

Ask your clients to provide feedback – email invitation & survey are designed to respect their time & maximise response rate.

Review & Take Action

Access each client’s results from within the client record and take immediate action to improve performance.

Leverage Unique Client Insights To Make Decisions

The voice of your clients is the most powerful available to shape your personal and business performance. More than ever, you have to make sure you are conducting yourself ethically and delivering good client outcomes.

Access the power of MyNextAdvice via Xplan to monitor performance and identify pathways for improved performance. We’ll help you to quickly and conveniently generate results you can use as authentic proof that you deliver a great experience to ALL your clients in a compliant manner.


Focus On The Right Metrics From Within Xplan

Stronger client relationships drive superior financial performance. Impacts include higher client retention, improved lifetime value and willingness to refer you to their network.

MyNextAdvice quickly and easily measures the DNA of your client relationships: trust, integrity, effort, communication, satisfaction, competence, advocacy. Use these metrics to understand and improve your clients’ experience. Reap the financial rewards.

Access An Easy Solution

MyNextAdvice is easy to use and takes very little of your time. Using Xplan, send your clients an online survey and, when they respond, access a report that summarises your results, identifies performance issues, referral sources, and potential testimonials.

Most importantly, results are collected confidentially and close the loop on your client’s experience. We even provide a data download of all results to help with internal analytics and benchmarking.

How does it work?

Collect feedback


Our quick, simple process can be used across your clients & other stakeholder groups and is designed to maximise data relevance & response rates.


Leverage results

Leverage results

Based on your performance, Trustgenie will help you automatically generate authentic & compliant testimonials to grow your business & boost your reputation.

Take meaningful action


We'll identify performance gaps and provide tailored Game Plans so you can take practical steps to improve your trustworthiness & reputation.


Engage your stakeholders & demonstrate your trustworthiness in a world of declining trust.

Sign up for free to see if Trustgenie works for your business.