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News
The journey to better goals based advice
Last week we announced our partnership with AGBA (the Association for Goals Based Advice) and we are very excited to be part of the movement that delivers better goals based solutions for advice practices. Today, our guest blogger is Rebecca Jacques who is General Manager of AGBA.
Composer – SoA / RoA wizard
Composer by PlanFocus is an institutional grade advice framework for XPLAN users. It delivers comprehensive SoA, RoA, risk only advice and is multi-entity compatible.
Composer Version 6.4.2
PlanFocus is passionate about ensuring our solutions keep pace with what XPLAN has to offer as well as the changing face of advice and engagement . Composer v6.4.2 as been driven completely from adviser feedback and we are pleased to announce that it is now available.
Persona – Fact finder
An important part of a client onboarding process is the data collection step. Missed or incorrectly captured information can directly affect not only the quality of your advice but can slow down the process and cause embarrassing client followup calls
FDSLite – FDS reporting
Running an FDS reporting process can be a complex business. FDSLite is a simple to use reporting solution that integrates across XPLAN’s features to dynamically render each client’s service statement. Each report directly reflects the services promised and delivered to your clients.
Licensees need a technology 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 solutions for every practice
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?
