5 tips for a smoother self-licensing experience
Whether you are considering self-licensing, or you are an existing licensee taking on new advisers, transferring client and adviser remuneration can be a difficult task for the inexperienced. If....
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Planfocus Advice Admin Services
Introducing Planfocus Advice Admin Services Is compliance and limited automation hindering how long it takes you to produce advice and service your clients? Would you like to improve your....
Planfocus appoints senior consultant
Today we are pleased to announce the appointment of Violet Sabo as Senior Consultant, Advice Admin Services. Ms Sabo joins the company to lead the Brokerage and Advice....
Planfocus Brokerage Processing Services
Introducing Planfocus Brokerage Processing Services Running a financial planning business requires the broadest range of skills and expertise. Keeping your front office staff focused on client outcomes and out....
Do more of what you do best!
Would you prefer to spend time speaking with clients and less time editing advice documents? Today, the Planfocus advice framework is used by more than 25 licensee across Australia.....
XPLAN solutions for every practice
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....
Licensees need a technology strategy
Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today. Most licensees don’t have a full-time....
FDSLite – FDS reporting
FDSLite for XPLAN delivers high quality FDS reporting that can be produced in bulk or on demand. Running an FDS reporting process can be a complex business. FDSLite is....
Persona – Fact finder
An important part of a client onboarding process is the data collection step. Missed or incorrectly captured information can directly affect not only the quality of your advice but....
Composer Version 6.4.2
Composer 6.4.2 is now available to our managed service clients. PlanFocus is passionate about ensuring our solutions keep pace with what XPLAN has to offer as well as the....
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