We run the technology behind your advice, so you can run the practice.
For more than 10 years, Australian advisers have trusted Planfocus with the technology behind their growing businesses. Freeing them to focus on their advice, not the systems behind it.
30 minutes with a senior consultant. No obligation. A plain-spoken read on where your advice tech is costing you time and money.
Planfocus Labs
One partner across the whole advice lifecycle.
A decade of running advice technology for advice firms has taught us exactly where the gaps are. So we built the tools to close them…for the advice, for the client, and for the business behind it.
Our SOA framework produces the advice, efficiently. AdviceStudio ensures it’s understood by your client. Coremetryx shows you the business behind it all, so every decision to grow is backed by data.
Blueprint
The managed advice framework for XPLAN: templates, fact finders, reviews, reports and support, tailored to your practice and run by our team. Advice faster, at lower cost and risk.
Explore Blueprint →AdviceStudio
Turn any advice document into a branded, interactive presentation clients will love. The advice document you already have, is the presentation your clients have been waiting for.
Meet AdviceStudio →advicestudio.aiCoremetryx
AI-powered, branded dashboards that pull your practice and client data into insights your advisers (and your licensee) can open in minutes. Built on Amazon QuickSight.
Discover Coremetryx →coremetryx.aiWho we work with
Built for ambitious advice networks who are ready to scale.
We work with advisers, licensees and networks of all sizes. Our solutions build upon our years of experience, delivering the efficiency growth demands, without losing the meaning behind the advice.
Newly self-licensed
You need an advice stack that’s ready on day one, not a 12-month XPLAN build.
Established & scaling
Advice volume is up, but so are the workarounds. You want the framework to grow with you.
Licensee with multiple brands
Several advisers, several brands, one core content source. You need consistency without losing identity.
The advice is good. The system around it is slowing you down.
Advice takes too long to produce
Workarounds, bottlenecks, double handling, rework with templates nobody dares touch. Every SOA costs more hours than it should.
Your advice is clear.
Seventy pages of compliance language doesn’t always make that obvious. How are you helping clients see it?
You can’t see your own business
Revenue, FUM and client data live in five places. The numbers you need take a weekend of spreadsheets. How are you making decisions?
Why Planfocus
Reasons to trust us with it.
years in advice & technology
We’ve sat on both sides: inside licensees and inside the software. We know where the pain is because we’ve had it.
of a proven framework
Our advice framework has supported Australian AFSL holders for more than a decade, continually evolving alongside the technology and best practice that shape it.
built around you
Every process, template and decision is shaped around how your business actually works.
people on your account
You deal with the people who built the framework, not a ticket queue.
“Their in-depth understanding of the complex XPLAN system differentiates them from other XPLAN consultants.”Patrick Andenmatten, FMD Financial
Results
Practices that scaled with us.
A transition tool practices could run themselves
Problem: moving clients from XPLAN / IPS into CLASS Super was slow, manual and error-prone.
What we did: built a custom tool that extracts CRM, CGT and transaction data from XPLAN for direct import.
Outcome: faster transitions, fewer errors, no double handling.
Ready for every regulatory change
Problem: an ever-changing regulatory environment and a complex XPLAN site to keep current.
What we did: ongoing XPLAN support, system preparation for industry changes, data-feed support.
Outcome: optimised processes and a system ready ahead of the changes, with fast response times.
Patrick Andenmatten, FMD FinancialThe only provider who understood the brief
Problem: client data needed matching and enriching to make the XPLAN CRM useful.
What we did: listened first, then delivered a data-matching solution at a reasonable price.
Outcome: “no provider except Planfocus understood exactly what I was after.”
Insights
Follow our Insights into Advice Technology.
NewsA good client meeting shouldn't end with a week-long wait for the document. Our paraplanning team now produces SOAs and ROAs, on your templates or ours, direct in XPLAN.
Read more →
NewsEvery practice has one task someone still does by hand because nothing else quite fits. We now build the small, purpose-built tool that makes it disappear, AI or not.
Read more →
GeneralA working XPLAN site isn't the same as an efficient one. Five signs that friction has quietly built up in your workflow, and it's worth doing something about.
Read more →Get in touch
Let’s talk.
Whatever it’s about, tell us below and we’ll get back to you. Not sure where to start? Thirty seconds tells you if a free Advice Tech Health Check is worth booking.
Does a typical SOA take your team more than four hours to produce?
Prefer to talk? 1300 361 973. Or just ask a question. We read everything.