Building tomorrow’s advice systems, today
We build advice ecosystems connecting apps and vendors into a cohesive flowing financial network. Free your advisers to focus on what’s important.
Solutions for every practice
Solutions for every practice
There’s nothing standard about our services
The Expertise
XPLAN Managed
A comprehensive range of goals-based advice templates and systems supported by superior service that keeps your advice current accurate so you can get back to business.
- SoA, RoA, Risk,
- SMSF advice docs
- Fact-find and review wizards
- 155 Goals based strategies
- Fully tailored to your business
The Resources
Advice Admin
Our advice admin provides flexible admin solutions including brokerage processing, implementation support and XPLAN site admin to help you scale and meet any challenge
- Client and adviser transitions
- Brokerage processing
- Bank reconciliation
- Payment reporting
The Strategy
Advice CTO
Our advice CTO service builds, supports and sustains your end to end advice ecosystem combining best of breed systems to better engage, comply and deliver stunning advice.
- Client booking systems
- Business intelligence
- Online data collection
- Technology strategy support
Case Study - Client engagement
Driving efficiency and reducing duplication in client engagement
IT Strategy
Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today…
XPLAN
If you are a newly self-licensed practice, you might be asking yourself if it’s worth engaging an XPLAN consultant to help you build out your advice framework or if you should look to do it on your own?
What our clients say
What our clients say
PlanFocus has been helping me with matching data for the purpose of enhancing my XPLAN CRM. I put this tender out to the wider market and no provider except PlanFocus understood exactly what it was that I was after. They approached this in an intelligent manner, they also took the time to listen to my situation and provide efficient solutions and a very reasonable price. I am confident when they provide me with updates and look forward to continuing to work with them when I need more XPLAN expertise.
Connect
Connect
Higher productivity and more time with clients is at hand.
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