The best advice is holistic, proactive, relevant and always improving
From advice production, to online engagement, Planfocus is a leader in advice technology services and solutions. We are trusted by licensees right across Australia to keep their advice systems current and meeting best practice. Get the team at Planfocus on your team.
A fully tailored managed service including advice templates, fact finders, reviews, reports and configurations backed and supported by a senior team of analysts and consultants. Get the maximum value from your XPLAN licence fees & fully utilise its capabilities.
A ready to go advice framework for XPLAN users
All the hard work done + efficient document production + less errors = more time with clients.
Our comprehensive set of multi-entity advice documents are tailored to your advice narrative.
Full advice (SoA), Record of Advice (RoA), Risk Only, SMSF integrating with all the XPLAN modelling tools.
Over 150 strategies. Continual regulatory and best practice maintenance and reviews all included.
Increased goal focus + provide context to your advice = a more engaged client
The Planfocus review wizard provides wealth and insurance review capabilities.
Part reverse fact finder, part goal tracker; the review wizard also provides a comprehensive portfolio report with Xray.
Position your brand + service offering = demonstrates the value of your advice
Integrated with your revenue tracking system, FDS report will also provide an activity tracking report showing all contact with your client for the reportable year.Fact finder is easily to follow + easily adaptable + less errors = improved efficient data collection
Available in XPLAN and Touch mode, Fact finder provides reverse fact find features and integrates with our online data collection tool.
Less editing + less formatting + fully automated = Reduces SoA production time to around 40 mins.
For even more scale and efficiency, ask us about adding QuickPlans to your advice framework.
QuickPlan provides the ability to generate commonly used advice scenarios, fully automated, with just a few clicks.
Express your brand and advice narrative
All our clients enjoy a fully tailored advice experience. We take the time to understand what makes your business unique and capture these differences with every installation. Going beyond simple branding and logo placement, our solution includes custom content and iconography.
We close more issues on first contact = a happy team
Whether it’s first contact or technical support, Planfocus will ensure your framework remains current, relevant and efficient.
Learn from experts + transfer your understanding = get more value
We can provide train-the-trainer workshops for office champions, small groups and one on one training. In addition, we provide web based site walkthroughs and experiences for larger teams. Our online user guide is always available and updated regularly.
Access our experience! Our flexible admin resources can help you scale up when you need it, and scale down when you don’t. Our Advice Admin team has more than 20 years each supporting advisers and advice practices.
Outsource your admin to Planfocus and get back to business
More expertise + lower cost + things get done faster = You can focus on your core business
Reporting and reconciling revenue is a fulltime job for the inexperienced. Outsource your revenue processing, reconciliation and reporting to Planfocus for a fraction of the cost and get back to helping clients.
Any system + any time = support that grows with your business
Our team is experienced in supporting many revenue processing applications including PayLogic (Morningstar), CommPay, Revex and Fin365. Not sure which vendor suits you best? Give us a call and we can design a service and vendor solution to suit your business.
Save time + lower cost = More value for your business
Setup, maintenance and support services for all your platform and life insurance data feed needs.
Always up to date + professional approach + reliable data sets = Better business decisions
Incomplete client data can have an efficiency and reputational impact on your advice. Our data cleansing service enriches and updates your client data enabling better decision making and better advice.
For licensees without a fulltime CTO or technology manager, the Advice CTO provides a turnkey fintech ecosystem plus the operational strategy and program management you need to build and manage your technology stack.
Get ready for tomorrow’s advice
Ready to go + tested by licensees + integration ready = immediate efficiency opportunities
The Advice CTO brings to your practice a turnkey technology ecosystem tailored and configured to suit your business incorporating online data collection and risk profiling, client booking systems and workflow and compliance tools.
Proactive + planned + controlled = measurable outcomes for you and your clients
The Advice CTO provides support and advice to grow your business without compromising advice quality or client value. Talk to one of the experts about how we can help you develop your technology strategy, train your staff and implement solutions to help you grow, engage and meet tomorrow’s advice challenges.
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Higher productivity and more time with clients is at hand.
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