ABOUT US

Enzumo are Australia's largest and most experienced financial services advisory and implementation group. With a team of more than 30 specialists, we help large corporates, dealer groups and financial planners harness the power of technology more effectively.

CONTACT INFO

  • 10 Edmondstone Road, Bowen Hills QLD 4006
  • Within Australia : 1300 72 02 76
  • International : +61 7 3137 9642
  • Email : hello@enzumo.com
  • Support : support@enzumo.com

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Enzumo Review Builder

Reviewing clients has never been an easy task for Advisers even when they have processes and workflows in place, they have still often lacked a meaningful and relevant document which enabled them to provide the review information and progress to the client. 

The review builder not only alleviates this need but delivers a report with a high range of customisations, fidelity and which we hope our clients find to be an aesthetically contemporary and professional approach. 



At a glance, the Enzumo Review Builder:

  • Provides your planner & client with a professional Review document
  • Eliminates the need to log into other websites to build your Review document
  • Integrates all of the powerful portfolio reporting from Xplan
  • Works with Individuals, SMSFs, Trusts, Companies & Partnerships
  • Can be run across multiple entities from a list or from within one entity
  • Includes various designs and options to maximise flexibility
  • Exports the report into your approved, branded template
  • Can be adapted to fit your unique advice process
  • Places importance on ensuring your datafeeds are accurate

Enzumo is everything you need to build an efficient Xplan system