Building tomorrow’s advice systems, today
Solutions for every practice
Blueprint Managed
Our comprehensive range of integrated advice solutions, reports and presentations delivered and supported by an experienced team using your very own XPLAN site.
- Blueprint Advice Suite
- Leverage a proven framework
- Deliver advice faster
- Lower costs & risks
- Technical support & maintenance
- A fully tailored experience
Blueprint Hosted
A fully integrated XPLAN centric advice ecosystem with all the configuration, optimisation and setup already done. Just log in and go!
- Blueprint Advice Suite
- Integrated advice ecosystem
- Online client bookings
- Full service paraplanning
- Brokerage services
- Client portal
Advice Admin
Our Advice Admin provides flexible admin solutions including brokerage processing, implementation support and XPLAN site admin to help you scale and meet any challenge.
- Client and adviser transitions
- Brokerage processing
- Bank reconciliation
- Payment reporting
Which service is right for me?
What is Blueprint managed?
If you have your own XPLAN site and keen to drive a bespoke service offering and advice narrative using the power of XPLAN, Blueprint managed is for you.
Planfocus will deploy our latest Blueprint Advice Suite into your XPLAN site and customise it to meet your advice specialty. This approach ensures you can be delivering advice faster with less cost and lower technology risk.
Blueprint can support single and multiple brand strategies so their is no limitation to the complexity that we can support.
What is Blueprint hosted?
Advisers choose Blueprint hosted who want access to the latest Blueprint Advice Suite but don't have the in-house skills or desire to run or administer their own XPLAN site.
Blueprint hosted is a plug n play solution where all the hard work, setup, configuration, maintenance and admin is already done.
You may be newly self licensed and aren't sure about the merits of your own XPLAN site. Blueprint hosted is the easiest way to get up and running. Just log in and go!
Case Study - Client engagement
Driving efficiency and reducing duplication in client engagement
IT Strategy
Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today…
XPLAN
If you are a newly self-licensed practice, you might be asking yourself if it’s worth engaging an XPLAN consultant to help you build out your advice framework or if you should look to do it on your own?