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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!
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 purchased book of clients or an inherited practice, the reality of a post royal commission world is that justifying income for clients you know little […]
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 through pages and pages of code trying to understand why my code didn’t work the way I expected. Mistakes are part of the programming process. […]
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 without doubt one of the most valuable assets in your business. Advice firms like yours spend big money and enormous amounts of time keeping it […]
Planfocus is growing and is looking for experienced XPLAN freelancers. If you are an experienced XPLAN coder or customisation expert and are looking for freelance XPLAN work contact us today on firstname.lastname@example.org or get in touch here and tell us about yourself. The Team @ PlanFocus
“Nobody cares about data quality”, “it’s in the queue”, “can’t justify the costs”, “no need, we have business rules”… are just some of the reasons companies ignore data quality. Unfortunately, many practices only really think about data quality when a bad experience forces them to reconsider their position. Incomplete, incorrect or misplaced data not […]
In this update we chat with Rebecca Jacques who is the General Manager of the Association for Goals Based Advice. AGBA is the peak industry network for practitioners and organisations that deliver best practice in goals-based advice and investing. Recently AGBA made an announcement calling on independent and non-aligned advisers to get involved in […]
Higher productivity and more time with clients is at hand.
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