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!

Product News

  • Composer – SoA / RoA wizard

    Composer – SoA / RoA wizard

    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.

    Read More
  • Composer Version 6.4.2

    Composer Version 6.4.2

    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 now available.

  • Persona – Fact finder

    Persona – Fact finder

    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

  • FDSLite – FDS reporting

    FDSLite – FDS reporting

    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 delivered to your clients.

  • XPLAN solutions for every practice

    XPLAN solutions for every practice

    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?

Plan Focus Logo
1300 361 973
©2023 Planfocus, All Rights Reserved
Privacy PolicyTerms of Service