Advisers looking for business efficiency start here!
Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!
Client engagement Client: Advise Wise Pty Ltd Driving efficiency and reducing duplication in client engagement About Advise Wise Pty Ltd At Advise Wise we seek to make real, enduring, and meaningful changes in our clients’ personal and financial lives. We build and foster a bright and committed team with a shared ethos in supporting and […]
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 your sense of timing and execution isn’t right, it can cause significant delays in being operational. Violet Sabo from Planfocus has performed more adviser and […]
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 productivity and spend more quality time with clients and grow your business? We understand that business change can be daunting. That is why we adopt […]
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 Admin Services to our managed service clients. An important part of her role will be the support of clients using revenue tracking systems including Commpay […]
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 of back office jobs is key to ensuring the efficient use of your resources, the quality of client outcomes and the growth and success of […]
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. We update the framework regularly for technical and regulatory best practice. Don’t change your business to suit an XPLAN service that doesn’t support your advice […]
Higher productivity and more time with clients is at hand.
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