General

A 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.

Most XPLAN implementations don't fail loudly. They quietly accumulate workarounds until nobody remembers why the site works the way it does. Five mistakes we see most often.

“We need XPLAN support” means different things to different practices. Here's what the term actually covers, what it doesn't, and how to tell which one you need.

Most practices know roughly what an SOA costs to produce. Almost none know where the hours go. Here's how to find out, and what it tells you.

The technology behind your advice rarely fails loudly. It slows you down quietly. Five symptoms worth checking for, and what each one usually means.

The licence is approved. Now the practice has to run on its own technology. The four decisions in the first 90 days that shape the next five years.

Australian advisers produce some of the most rigorous advice documents anywhere. Then they read them aloud to clients. There's a better way to run the meeting without touching the record.

The Client Advice Record is a change to the document. The bigger change is to the system that produces it. A practical look at templates, data and presentation.

Client information is without doubt one of the most valuable assets in your business. Advice firms like yours spend big money and enormous amounts of time keeping it up to date, compliant and relevant.

Starting or reinitiating an engagement program is hard when all you have is a name or policy number and a low confidence in their completeness and currency. Where do you start?

Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today.

What are the common challenges XPLAN newbies (newly self licensed practices) experience with XPLAN?

Reasons why outsourcing the management and support of your XPLAN site is better than internally managing it

As technology advances, so do the risks of cyber attacks on businesses. This is especially true when multiple systems are used that require the transfer of client data. It's important to have measures in place to mitigate these threats, not only to protect your advice practice but your clients as well.

XPLAN SOA production plays a crucial role in most financial planning offices, but let's face it - without a professionally designed template and wizard, it can be quite time-consuming.

Being an advice expert, it's crucial to realise that client engagement is way more than just offering recommendations and answers. It's about forging significant connections, comprehending their distinct needs, and delivering a tailored experience.

In today's fast-paced digital world, the advice industry, like many others, has embraced significant changes. One of the most noteworthy shifts is the move towards paperless operations, largely due to the myriad of advantages it brings.

Have you discovered the XPLAN Client Portal? It offers your clients a seamless online view of their investments and financial journey. You can enhance their digital experience by tailoring the perfect setup for them and your business…smoothly integrating modules for advice, transactions, content, communication, and account management.