News

A good client meeting shouldn't mean waiting weeks to receive the document. Our paraplanning team now produces SOAs and ROAs, on your templates or ours, direct in XPLAN.

Every 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.

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.

Practices could produce advice quickly but still couldn't see their own business. Blueprint Analytics was our first answer. Coremetryx is what it became.

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.

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.

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

Technology has revolutionised the way we conduct business and your advice practice is no exception. It has opened up new possibilities and opportunities to save time and better serve your clients.