Find out what our financial adviser clients are doing, how they’re getting efficiencies from technology and how we find simple solutions for complex situations.
Financial Advice businesses that we see delivering profit margins in excess of 50% are the ones who have tirelessly focused on incremental business improvement, have brought in experts to solve key issues and invested heavily in technology to improve their business.
Read MoreWhen it comes to data entry, accuracy as well as speed are equally important. Staff are under pressure to get tasks done quickly, and with that pressure, more errors are likely to occur.
Data in XPLAN is used to provide insight for the adviser, and they use this data to make decisions which forms a basis of the advice they provide to their client. If the accuracy of the data is low, the insight will be lacking, influencing the advice they provide.
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