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.....
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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....
Composer – SoA / RoA wizard
Composer by PlanFocus is an institutional grade advice framework for XPLAN users. It delivers comprehensive SoA, RoA, risk only advice and is multi-entity compatible. Does your current advice wizard....
Bridging the data gap in your advice business
Many advice practices talk to us with concern around accepting revenue from clients they have little to no information about. If you are a practice manager with a recently....
Confessions of an XMERGE programmer
In the world of XPLAN, template code is written predominantly in XMERGE, a variant of Python. During the early part of my years as an XMERGE programmer, I’d wade....
20 tips for a great XPLAN migration experience
If you have been in the advice profession for 7 years or more, you have probably experienced one or more migrations (conversions) of your client data. Client information is....
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