A team of people to help you.

Whilst XPLAN has been independently judged as the best financial planning software for nine consecutive years, we know getting the full value out of it all comes down to how its used in practice.

With access to our team of Tailored Solutions Consultants, you have in excess of 80 years' of XPLAN experience at your disposal.

We know XPLAN better than anyone else (it's our software after all), we know the best tricks and the traps, and we get to work with hundreds of businesses and see best of breed application and use. 

Our consultants work with you to understand what you are trying to achieve and then give you the practical guidance and support to make it happen.

 

Drive efficiency in your business

Unlock the true power of XPLAN by tailoring it to suit your specific business needs.

 

 

"I don't know what I don't know"

Do you know what you need or would you like some expert advice? We discuss what you are wanting to achieve, share best practice and help you make it happen.

Meet compliance requirements

Best interest duty. FDS. Opt-in. Reviews. We can show you how to best use XPLAN to meet your compliance requirements.

 

 

What can we help you with?

  • Configuring the interface and screens to maximise the user experience
  • Optimising client data collection
  • Processes and workflows to drive efficiency
  • Advice documents
  • Client reviews - the right data, the right workflow, the right report
  • Making compliance easy - FDS, opt-in, BID, 
  • Templates - emails, letters, diary, notes
  • Management reporting
  • Site reviews
  • Uncovering the hidden gems of XPLAN

What our clients say

 

Tracey from XPLAN Consulting has worked with our firm on a number of projects over the last three years. As a business always looking to improve office efficiencies we have found that Tracey has been a critical conduit between developers and the end user with a natural ability to interpret a vision and successfully transfer this into a functioning seamless process.

 

Paul Stephenson | Life Assets Wealth Management

 

 

 

Cath's professionalism and expertise in XPLAN and the Financial Planning industry has made her an invaluable asset to our business. The confidence and trust we have in her input has allowed our business to gain greater efficiencies. We are looking forward to buiding our relationship with Cath and the XPLAN Consulting team for the foreseeable future.

 

James Carney | Equity Trustees

 

Over 80 years of XPLAN experience to leverage

We work with clients from small to large

Bespoke solution designed for you

 

Find out how we can help you

Call us now on (03) 9018 5800 and ask to speak with a Tailored Solutions Consultant

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