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: News

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5 tips for a smoother self-licensing experience

08 July 2020 by PlanFocus Team

  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 […]

Planfocus Advice Admin Services

23 June 2020 by PlanFocus Team

  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 […]

Planfocus appoints senior consultant

17 June 2020 by PlanFocus Team

    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 […]

Planfocus Brokerage Processing Services

16 June 2020 by PlanFocus Team

  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 […]

Do more of what you do best!

07 November 2019 by PlanFocus Team

  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 […]

XPLAN solutions for every practice

05 July 2019 by Rob Corben

  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 if you should look to do it on your own? An XPLAN consultant can work with you to design a framework that: Follows your internal […]

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