Class Super is always looking for better and more efficient ways to transition clients onto our platform. We asked PlanFocus to develop a custom transition tool for XPLAN users that could transition data more efficient and also be easy for practices to use themselves. The team listened carefully to our exacting requirements and delivered a custom transition tool that takes data out of XPLAN and delivers CRM, CGT and transaction information that could be seamlessly imported into CLASS Super. This process now speeds up our transitions from Xplan/IPS and reduces errors and double handling of data. It was a pleasure to work with PlanFocus.

Jason quickly got to task and was always prepared to deep dive into really understanding our business. He was a pleasure to work with and always exceeded expectations

Rob and the team at PlanFocus provide a thorough approach to your technology service needs. With the assistance of PlanFocus our office recently completed an IRESS Xplan site conversion. At present we have also engaged the team for additional coding projects. Rob and the teams knowledge of the software and constant engagement with our office allowed for excellent planning and foresight to implement risk mitigating strategies. The outcome, resulting in our smoothest data transition yet. Having experienced two data conversions prior to this we would not hesitate to recommend Rob and the PlanFocus team for any of your Financial Planning software needs.