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.