What services do you provide?
Enzumo offers a broad range of consulting and implementation services with respect to Xplan and advice delivery. We offer these services whether you choose to have your own XPLAN Site or use our hosted site Xpress.
Full suite of advice templates and wizards (SOA, Fact Find, Review)
Core practice workflows (tasks and threads)
Bespoke wizard development
Practice consulting
Learning Management Systems
Data management/migration services
Ongoing site support and development
How are we
different?
Enzumo's Advice Builder technology is the market-leading wizard for Xplan. Our template structure (supported by over 1000 pages of code) allows for all scopes, scale and entities. We have also worked hard to ensure our documents allow for superior flexibility branding, imagery and client focused content.
Our consultants are not just experienced with Xplan technology they have all worked in advice firms or AFLSs at some point in their careers.
Benefits of our approach?
Improved client experience, through high quality advice documents.
Significant efficiency gains through reduced SOA production times.
Better compliance results through template consistency.
Better user adoption through our learning management support.
Our fees will vary depending on the nature of the project and the ongoing support that our clients need, Our fees typically involve the following:
Initial Consulting & Development - a fixed fee quoted before any development commences
Site Development & Support - an ongoing hourly fee for site management and user support
Template Licensing - a fee payable by users to ensure the ongoing enhancement of our Advice Delivery Suite
How do we charge?
We do. There a number of advantages to this style of arrangement. You can utilise Enzumo Xpress to get up and running on XPLAN sooner whilst accessing Enzumo’s world-class Wizards and Templates. Click here for more information.