About Consiglo
Operational visibility and advisory support for financial advice firms using XPLAN.
About Consiglo
Consiglo was created to address a common problem in financial advice firms: limited visibility into day-to-day operations inside XPLAN.
While XPLAN is a powerful platform, it does not easily show where work is stalling, where processes are breaking down, or where operational and compliance risk is accumulating.
Consiglo brings together software and advisory expertise grounded in real experience inside advice operations. The focus is not on replacing systems, but on helping firms use XPLAN more effectively and with greater confidence.
Consiglo works with firms that have grown beyond informal oversight and need clearer, more reliable insight into how their business is actually running.
Our Values
The principles that guide everything we do
Innovation First
We stay ahead of technology trends to deliver cutting-edge solutions.
Client Success
Your success is our priority. We build lasting partnerships, not just projects.
Excellence
We maintain the highest standards in everything we deliver.
Global Reach
Serving clients worldwide with local expertise and global perspective.
Built on specialist expertise
Consiglo provides specialist consultancy to financial advice firms using XPLAN, with a focus on operational clarity, system performance, and risk visibility.
Engagements are structured around the specific needs of each firm, ensuring the right level of expertise is applied across operations, technology, and compliance. This keeps advisory focused, relevant, and grounded in the realities of how advice businesses actually operate.
The core focus remains consistent: providing clear visibility into what's happening inside XPLAN, and practical guidance on how to address the issues that matter most.
Types of engagements
Representative examples of work delivered for firms including Rathbones, M&G, and Blevins Franks
XPLAN usage analysis
Deep-dive into how XPLAN is actually being used across the firm. Identify gaps between documented process and reality, workflow inefficiencies, and data quality issues.
Workflow improvement
Restructure XPLAN workflows to reduce friction, remove workarounds, and improve visibility. Practical recommendations grounded in operational reality.
Compliance monitoring
Surface patterns indicating operational or compliance risk. Help firms understand where processes are breaking down and where risk is accumulating.