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We recommend you look at the following pages:
We’re about helping business owners navigate the complicated space of advice software implementation. We know it can be confusing, overwhelming and often expensive. We also know that the expectations of how advice software can change your business for the better, are often not the reality of what you end up with. Read more here.
Let us review your existing advice delivery process and documentation. It might involve an existing XPLAN system, or you might be starting from scratch. We’ll identify your gaps and weaknesses via our bench-marking system, then develop a practice technology road-map and implementation guide. Read more here.
With over 16 years of working with clients using XPLAN, we have developed a team of highly experienced and talented individuals. Our team is passionate about developing and implementing innovative technology solutions, which can help you create better business efficiencies, engage with clients more effectively and enhance your growth. Read more here.