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The journey to better goals based advice

  Last week we announced our partnership with AGBA (the Association for Goals Based Advice) and we are very excited to be part of the movement that delivers better goals....



March 10, 2018 by PlanFocus Team
TECH TIP - email signature

TECH TIP – CREATE YOUR XPLAN EMAIL SIGNATURE

  Email is a fundamental communication tool utilised everywhere with many client interactions performed this way. It is important, therefore, to keep a consistent and professional presence – starting with....



December 4, 2017 by PlanFocus Team
XPLAN date feed

XPLAN Data Feed Health Tips

Here are three ideas to think about that could help improve the quality of your XPLAN data feeds: 1. Setup and configuration Preparation and configuration are key to a smooth....



December 20, 2016 by PlanFocus Team

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PlanFocus are the leaders in high-end XPLAN customisation. We provide tailored solutions for licensees and practices with an advice vision that is out of the box. Our consultants work with you to ensure a superior outcome is always within reach with you in control at all times.