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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1519345815157-K6U7CO3IBSJG6UQ4OQNW/EnzumoMasterXPLAN.png MasterXPLAN https://www.enzumo.com/enzumoworkflows daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png <p class="" style="white-space:pre-wrap;">Xplan Workflows</p> https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/a3c622c2-2b24-4e71-bc9d-b023f762c20f/Premium+Workflow.png <p class="" style="white-space:pre-wrap;">Xplan Workflows</p> - Premium Workflow Enzumo’s Premium Workflow includes a series of 19 different threads that all interlink with flexibility and can easily be customised to your business. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1307db43-0066-4c8f-8415-5220523f92d2/Enhanced+Workflow.png <p class="" style="white-space:pre-wrap;">Xplan Workflows</p> - 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With Enzumo’s specialist Advice & Review Wizards built-in, our market-leading Templates and Reports at your fingertips, and all available in the core offering, you can give advice and administer your clients from the day you join. We provide specialist online support available for all users. 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It might involve an existing XPLAN system, or you might be starting from scratch. We’ll identify any gaps, then develop a practice technology road-map and implementation guide. Below are some of the areas we work on with business owners and their teams. This gives you an idea of the areas we cover, but with every business we create a plan that fits their needs, not a cookie cutter solution. Sound like what you’re looking for? Get in touch with the Enzumo team today. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1575022495633-OTVFT5ET5CPQEDWZ5VVG/Enzumo+advice+documentation XPLAN Customisation, Training & Support for Financial Planners - Create Value through Advice Documentation Now is the time to review the advice documentation you are providing to clients. Is it best practice, as well as engaging to your clients? The Enzumo Advice Delivery Suite has everything you need to support efficient advice production. Get our best-of-breed fact find, advice document, and review report technology, all in one comprehensive, coordinated solution. Here are the components broken down for you: https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/e0de6c9b-514b-4943-9f35-a62588632bd0/Fact+Find+image.png XPLAN Customisation, Training & Support for Financial Planners Learn More https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/61f22813-574b-47fb-83a2-5419587076c6/SOA+images.png XPLAN Customisation, Training & Support for Financial Planners Learn More https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/7b1896ea-b9f4-42f7-903f-0aca746dbfb9/Re3view+report+image.png XPLAN Customisation, Training & Support for Financial Planners Learn More https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1575023105263-KYFJXZ2Y2NFHGGHWT9BA/Efficiencies+through+automation XPLAN Customisation, Training & Support for Financial Planners - Create Efficiencies Through Automation In order to grow your business and increase profits, you need to scale and automate. Our Practice Management Suite will get you to efficiency nirvana. Get best-of-breed business workflows and reporting technology implemented to create efficiencies and reduce risk. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1575023220721-BIIPS2ZFGX3XKNMNIM1P/Training+for+software+integration XPLAN Customisation, Training & Support for Financial Planners - Accelerate Software Integration via Training To effectively integrate advice software, you and your team need to be adequately trained. We offer comprehensive training solutions, so you see the benefits of your investment quickly. We adapt the training plan to the needs of the business, which can include: // Role-based training // Module-based training // Face to face workshops and sessions // Online sessions https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1575023416221-ELF5KSTFTU0ALZTB9HBZ/Outsourcing+paraplanning XPLAN Customisation, Training & Support for Financial Planners - Quality Paraplanning Services We have brought together a panel of highly experienced paraplanning businesses, so that you can have confidence when outsourcing your advice documentation, that you have the right team. Partnering with Enzumo to deliver your paraplanning needs provides the following benefits: // A partner that delivers a more reliable and efficient paraplanning solution // Working with a partner that has strong technical and strategic skills // Makes sure you are kept informed and updated on delivery of projects // A partner who really understands the day to day operational needs of financial planning practices Start generating efficiencies through time and resource management, with the right partners. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1575023573796-ZEE38HO7WG2I1DYPPZRR/advice+software+support XPLAN Customisation, Training & Support for Financial Planners - Ongoing Support Services Once you have your XPLAN system up and running, we don’t just run off and leave you. We provide maintenance, guidance, and ongoing site management. You have access to a dedicated team of skilled XPLAN support specialists, who are just a phone call away. Some of the benefits of our ongoing support: // We ensure you’re utilising all areas of XPLAN relevant to your business // Support the Site Administrator to maintain your XPLAN site // Assisting with business management reporting // Overall support and site maintenance for your team with XPLAN Your team will have access to Enzumo’s XPLAN professionals who understand the approach taken to build your solution. https://www.enzumo.com/about-us daily 0.75 2026-03-19 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png About The Enzumo Team https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/c6d5b65e-01e0-402a-815c-bebd9fcc9bd9/Colleen+Tree.png About The Enzumo Team - Make it stand out Colleen Tree Head of Business and Operations Colleen has 26 years of experience in Financial Services, 14 as an Adviser and 12 in Advice Technology. She enjoys working with Advisers to create efficiencies in their businesses, enabling them to spend more time with clients, helping them to achieve their financial goals. Outside of work Colleen enjoys spending time reading and spoiling her nieces and nephews! Colleen holds a Graduate Certificate in Management and Graduate Certificate in Adult and Vocational Education. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/4977e84d-9244-4cf7-8f6a-3e6a10963eaa/Mark+Bolatian.png About The Enzumo Team - Make it stand out Markar Bolatian Senior Advice Technology Specialist Markar (Mark) has been in financial services since 2012. He has held various roles starting off in Retail and Corporate Superannuation Client Services before moving into XPLAN Support and Training. Mark has a staffy named Lola. He loves camping and the outdoors, particularly star-gazing and when inside watching Anime with a bit of gaming on the side. Mark is rarely seen without his beanie to keep him warm. Mark has recently completed his Certificate IV in Training and Assessment and is putting his new skills to use with the Enzumo clients. https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/d58c8b49-f6a8-4d50-a248-000c74c6c2fb/Elizabeth+Er+-+Enzumo.jpg About The Enzumo Team - Make it stand out Elizabeth Er Advice Technology Consultant Elizabeth has been working in the financial services industry since 2004. She has had roles in paraplanning, administration, and as an associate adviser. These roles have been in both small boutiques firms and large organisations. In her free time, she enjoys going for walks, catching up with friends and volunteering. Liz has completed not only a B.Com, but also a Master of Financial Planning and Master of Business (Management). https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/365a48d3-7988-4bc6-ba69-4c253b4ffb95/Tom+Papworth.png About The Enzumo Team - Make it stand out Tom Papworth Coding and Development Specialist Tom has worked in the Financial Services industry for over 10 years and brings to Enzumo a wealth of knowledge, lots of new ideas, and an enthusiasm for rolling out these new ideas for Enzumo clients. Tom lives in Hobart and in his spare time, enjoys hiking and camping with his family. https://www.enzumo.com/faq daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Some of Our Frequently Asked Questions https://www.enzumo.com/customisation daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png <p class="" style="white-space:pre-wrap;"> XPLAN Customisation</p> https://www.enzumo.com/our-clients daily 0.75 2025-08-13 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Some of Our Valued Clients https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/c28ea3fb-0353-494b-9a37-e67483f56115/Diverger.PNG Some of Our Valued Clients - Diverger shares an ambition with financial advisers and accountants to create positive industry change. diverger.com.au https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/f07eb469-c3b6-47c7-a245-93aa40f4f331/findex.PNG Some of Our Valued Clients - Findex is one of Australasia's leading provider of integrated financial advisory and accounting services. findex.com.au https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/8453cc71-ecf7-41ce-b965-7632b79dd3bc/bombora.PNG Some of Our Valued Clients - Risk Advice Professionals. 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For more than 90 years, we’ve helped businesses face their future with confidence. ajg.com.au https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/7a38102c-aa0c-4bdf-935d-64c94657dd35/Nurture+Weatlh+header+%281%29.png Some of Our Valued Clients - At Nurture Wealth, we help individuals, families, and business owners achieve clarity, confidence, and peace of mind when it comes to their finances. nurturewealth.com.au https://www.enzumo.com/test daily 0.75 2023-06-08 https://www.enzumo.com/thankyou daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Thank you https://www.enzumo.com/enzumo-ongoing-services daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Enzumo Ongoing Services https://www.enzumo.com/enzumo-site-administration-services daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Enzumo Site Administration Services https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/3cd7ed3c-2153-4956-b6eb-d08fdd690526/conformity+image.jpg Enzumo Site Administration Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.enzumo.com/enzumo-xplan-support-service daily 0.75 2025-07-23 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Enzumo XPLAN Support Service https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/5578fc44-0c36-4d4f-af96-4c235e7a9aca/image-asset.jpg Enzumo XPLAN Support Service - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.enzumo.com/bt-pano-datafeed-fix daily 0.75 2024-05-21 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/1686187817066-HSVKPT3P3MY0A2WET7KG/Enzumo%2B-%2BAdvice%2BTechnology%2BExperts.jpg BT Panorama Datafeed Fix https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/629b12d1-a57e-4cdd-989e-2fd0113bbe65/BT+PANORAMA+DATAFEED+FIX.png BT Panorama Datafeed Fix - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.enzumo.com/client-testimonials daily 0.75 2026-01-22 https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/25ed2f25-1a4c-42a6-8b97-b1ad60235e18/Untitled+design.png Client Testimonials https://images.squarespace-cdn.com/content/v1/59faa2846f4ca35060e6994d/31a5cd06-d278-4b09-a02e-04563212d2e6/Online+training+image.png Client Testimonials “For the past few years, Kearney Group has been supported in our Xplan endeavours by Enzumo and we couldn't be happier with their efforts. The team at Enzumo are engaging, knowledgeable and very customer focused. We have recently completed a small transition of clients from another practice and unlike Xplan who failed to respond to any of our requests for support, Enzumo were proactive, consultative and commercial. We especially appreciate the support of Colleen Tree who, time and again, provides fast and efficient service, tips and practical support to help improve our internal workflows, all whilst demonstrating deep subject matter expertise with the xplan technology. 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