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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!

 

Category: Case Studies

Driving efficiency and reducing duplication in client engagement

25 February 2021 by PlanFocus Team

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 […]

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