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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: Product News

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 […]

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 […]

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