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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: News

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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 […]

FDSLite – FDS reporting

23 May 2019 by PlanFocus Team

  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 a simple to use reporting solution that integrates across XPLAN’s features to dynamically render each client’s service statement. Each report directly reflects the services promised and […]

Persona – Fact finder

10 May 2019 by PlanFocus Team

  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 can slow down the process and cause embarrassing client followup calls. Double handing information and paperwork and putting your firm’s reputation at risk can all […]

Composer Version 6.4.2

10 May 2019 by PlanFocus Team

  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 changing face of advice and engagement . Composer v6.4.2 as been driven completely from adviser feedback and we are pleased to announce that it is […]

Composer – SoA / RoA wizard

10 May 2019 by PlanFocus Team

  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 feel clunky? Composer contains 125+ strategy fragments, integrates with all your XPLAN modules and supports the latest improvements and upgrades from IRESS. Consider the plug and […]

Calling all XPLAN Freelancers

10 June 2018 by PlanFocus Team

  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 freelance@planfocus.com.au or get in touch here and tell us about yourself. The Team @ PlanFocus

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