Advisers looking for business efficiency start here!
Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!
PF Confidential
PF talks with Rebecca Jacques, General Manager of AGBA
PlanFocus is proud to be working with AGBA on this initiative. We caught up with Bec in Sydney recently to talk all things goals based and find out more about the technology project AGBA are leading.
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.
Team insights - Violet Sabo
Violet Sabo heads up our tech support and brokerage payment processing service at Planfocus. With over 20 years’ experience in advice admin services, Violet is one of the most experienced advice administrators in Australia today.
