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

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.