Blueprint Advice Suite
The right solution for every practice
Advice documents
Multi entity, Comprehensive SoA / RoA / Risk only / SMSF / SoA presentation
Fully integrated modelling
Data collection
Online and offline data collection.
Reverse fact find, new client and client update forms, risk profiling
FDS, OSA, FTAA templates
CRM and revenue data point integration with key client service information and tailorable text.
Client review
Goal achievement, mini reverse fact find. IPS reports & charts plus the ability to integrate your own market commentary.
Process improvement
Tailorable tasks, threads and cases to suit front and back office.
Management reports
Large range covering workflow
reviews, advice process, case management and benchmark completion
Our most advanced suite of features yet
Free upgrades
All subscribers receive at least one free upgrade every year. Never miss out on new features and enhancements from IRESS and get access to new solutions in our continuous improvement program.
Strategy and educational content
Planfocus partners with advice specialists Finura Group to integrate more than 120 advice strategies and education flyers into the Blueprint framework. Reviewed and updated three times a year for regulatory currency and best practice, Finura provide time critical content so you can focus less on data, and more on what's important.
Custom content
No more cut and paste from documents and spreadsheets. Upload your own custom content into Blueprint and reuse it to save even more time. Get more time back in your day !
Multi-brand support
Are you managing multiple templates for each of your advice brands? More than just logos and style, Blueprint can run different content and section configurations from a single core content source.
This means each of your brands retain their individuality while still automating advice from a single core content source.
Risk and maintenance is reduced dramatically.
Advice defaults
Save more time and reduce errors using practice and adviser content and setting defaults. From modelling, investment recommendations to implementation steps and more. Take the double handling and heavy lifting out of your day on many time consuming advice production tasks.
Self edit interface
Modifying advice templates used to be an expensive and time consuming task. Not with Blueprint.
Now every practice can edit their own content, rename, move and remove sections, all without needing a technician to make the change. Save time and reduce your technology overheads.
Your XPLAN team
Technical support – Planfocus will keep your advice framework current, accurate and on trend for the life of your subscription to our service. Your advice is always up to date and reflective of best practice in all its forms.
Regular check-in – Online meetings held with key stakeholders to ensure that in-flight tasks are being managed and escalations are addressed.
Regulatory reviews / updates – Three (3) times each year your strategy library and education flyers are reviewed and updated. New flyers and strategies are also added as a result of your feedback and industry best practice.
