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 Advice Builder

Enzumo’s Advice Builder is a customisable master toolkit of specially crafted advice templates, workflow wizards, strategy text, product text libraries and help guides that can change your XPLAN experience. They simplify and accelerate the production of advice documents utilising the full range of XPLAN’s capability and reducing your workload.

Guarantee that your planners produce professional and compliant SOA documents every time with the Enzumo Advice Builder. Built on the Xplan platform, it will save your planners time and money and reduce errors. 

At a glance, the Enzumo Advice Builder:

  • Provides your planner / paraplanner with a professional SOA, SOA Annexure and SoA presentation summary
  • Eliminates the need to cut and paste from old SOAs
  • Automates the Risk Comparison
  • Automates the Super Comparison
  • Exports the report into your approved, branded template
  • Can be adapted to fit your unique advice process

Enzumo is everything you need to build an efficient Xplan system