Frequently Asked Questions
What services do you provide?
- 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 1,000 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 AFSLs 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.
How do we charge?
Our fees vary depending on the nature of the project and the ongoing support our clients need. Enzumo 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.
Do you offer a hosted site?
We do. There are 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.
Ready to access the full capability of XPLAN?
Let the Enzumo team help.