Practice Management Suite

The Enzumo Practice Management Suite

The Enzumo Practice Management Suite is everything you need to run an efficient financial planning practice. The suite includes Enzumo's best-of-breed business workflows, pipeline reporting and FDS & Opt-in reporting technology. 

Business Workflows >

Built into XPLAN using Threads, Business Workflows are designed to save your practice time and money, by automating many of the ‘everyday’ advice and administration tasks.

Pipeline Reporting >

Designed around Business Workflows and powered by XPLAN Threads, Pipeline Reporting provides insightful  new business reporting through the advice process.

FDS & Opt-In Reporting >

Built around your service offerings our FDS & Opt-In reporting uses service benchmarks and integrates with Commpay for individual or bulk reporting.