Rob and the team at PlanFocus provide a thorough approach to your technology service needs. With the assistance of PlanFocus our office recently completed an IRESS Xplan site conversion. At present we have also engaged the team for additional coding projects.
Rob and the teams knowledge of the software and constant engagement with our office allowed for excellent planning and foresight to implement risk mitigating strategies. The outcome, resulting in our smoothest data transition yet. Having experienced two data conversions prior to this we would not hesitate to recommend Rob and the PlanFocus team for any of your Financial Planning software needs.