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!

 

Category: General

12Next

Licensees need a technology strategy

27 May 2019 by Rob Corben

  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 CTO in their office. Deploying an advice technology strategy is not simply installing a cool app and expecting to be 20% more efficient. What efficiency you […]

Bridging the data gap in your advice business

07 October 2018 by PlanFocus Team

  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 […]

20 tips for a great XPLAN migration experience

15 August 2018 by PlanFocus Team

  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 […]

10 signs your business is suffering from #fintechconcussion

20 December 2016 by PlanFocus Team

  What is #fintechconcussion? Well… like any serious concussion, it is characterised by big headaches and a visible loss of patience.   #fintechconcussion targets accounting & financial planning practices and often builds to a crescendo around end of month when prices are due and reports need to be prepared.   Your frontline support, is also […]

One business growth challenge: fixing software problems

20 December 2016 by PlanFocus Team

Would you rather have your team supporting advisers? Or fixing software problems? One of the biggest challenges as your business grows is how your support framework grows to meet it. It must be scalable. Otherwise profits in the front office will be spent on headcount in the back-office. Don’t let this be you.   Consider […]

Is your advice technology suffering from data integrity issues?

20 December 2016 by PlanFocus Team

  Think about the quality of data in your software (completeness and accuracy) The quality of your data has an impact on your efficiency and to a potential purchaser, can affect the perceived value of your business.   How can I improve data integrity in my systems? Publish a minimum level data entry policy and […]

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