Find out what our financial adviser clients are doing, how they’re getting efficiencies from technology and how we find simple solutions for complex situations.
All advice practices need to create a Statement of Advice for their clients. We have worked with clients who were previously spending over eight hours editing their documents after merging. We helped them reduce that by 75% by coding into XPLAN a Statement of Advice template or setting them up on our hosted Xpress solution.
Read MoreMany Australians have been thrust into the digital age over the last few years, whether they like it or not. But funnily enough, they have proved they can master it. So why not take advantage of the move and introduce a client portal facility?
Read MoreOne of the most talked about topics right now is cyber security. Protecting client data is not only a priority for many advice practices, it's also an absolute necessity. Every advice firm in Australia has the same standard issue - they have access to personal information about their clients, and hackers highly value it.
Read MoreWe see many instances where advice practices are under-utilising their Xplan software. Let us show you a key feature that will have you getting the most of your Xplan installation.
Read MoreWith many advice practices in the midst of changing their licensing circumstances or contemplating a move, advice software needs are at the top of the priority list.
Read MoreWe see a range of Xplan installations in advice practices, and not all are getting their money's worth. However, the benefit of using your advice software extensively is the uplift in efficiency within your business. Of course, this leads to bringing more new clients onboard, increasing revenue and expanding your team.
Read MoreWe explore in more detail what it could look like for an advice practice exploring new technology due to a licensee change and whether a hosted Xplan solution or their own Xplan site is the right option.
Read MoreAre you someone who reads the manual for your new car or that new kitchen appliance? The answer is probably ‘no’ for most people. Chances are, you may never learn the full capabilities of your latest purchase. You could be missing out on some of the key features or benefits you already have access to. Or worse, you buy more technology to fill a gap you think you have.
Read MoreData integrity is one of the most important areas of an advice firm, yet it’s the one that principals struggle to find the best solutions to maintain. Out of date client data will not only cause frustrations for you and your team, it will also impact reporting, the quality of merged advice documents and it can rear its head as a serious compliance risk.
Read MoreAs the number of technology products continues to grow, licensees have their work cut out for them in making the best choice. Tanya Seale, Group Executive Technology Solutions for Centrepoint Alliance speaks to Miriam Fine about what to keep in mind when choosing a tech stack to meet the needs of financial advice businesses they serve.
Read MoreAmongst all the changes and challenges, for every financial planning business, one thing has become abundantly clear – investing in the right financial planning software and its implementation is vital for a successful future.
Read MoreThis is the boring but vital stuff. How robust is your CRM and data security.
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