Enzumo - XPLAN Customisation + Solutions
The largest + most experienced independent XPLAN consulting group in Australia

Advice Delivery Suite

The Enzumo Advice Delivery Suite

The Enzumo Advice Delivery Suite is everything you need to support efficient advice production. The suite includes Enzumo's best-of-breed fact find, advice document and review report technology all in one comprehensive, coordinated solution. 

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Client Builder >

Client Builder is a fact finding solution supporting simple and complex client data collection, built around a single flexible template; powered using an XPLAN scenario wizard approach.

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Advice Builder >

Advice Builder is a master toolkit of specially crafted advice templates and strategy and product text libraries designed to fully utilise XPLAN research and modelling functionality.

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Review Builder > 

Review Builder is a comprehensive review report template that succinctly includes the client's situation, goals and past advice, portfolio performance and market commentary.