We often get asked to explain how working with Planfocus is a better option than trying to manage your own XPLAN site
Here are some of the things we say:
Cost savings: Outsourcing your XPLAN support is generally more cost-effective for licensees. For a fraction of the cost of an office junior, you can leverage the collective knowledge of an experienced technical team.
Surely someone in the practice could do this? How hard could it be? XPLAN is one of those applications that is easy to use but difficult to master. Being an XPLAN user does not mean you have the technical skill to manage it or code complex advice templates. Could an existing team member run your XPLAN site? Maybe, but XPLAN is a complex advice tool and without technical training and experience this approach can cost you more in the long run.
The result of this approach is you may never get to leverage all the features in XPLAN that you really need.
Access to experience: By outsourcing XPLAN support, licensees access specialists in XPLAN, which will be more efficient and effective. Planfocus has been working with advisers and advice technology since 1996, so we are incredibly experienced in this area. This delivers a better outcome, faster and with less risk.
Increased scalability: Working with Planfocus allows you to increase or decrease your support depending on your needs, without having to hire and train additional staff.
Improved efficiency: Our support team provide national coverage with support hours to meet a nation-wide support program. More experts available when you need them.
More time to focus on your core business: By outsourcing XPLAN support to Planfocus, your team can focus on what you do best, servicing and advising your clients. Helping you think more about clients and less about your software is our core deliverable.
So if you would like to worry less about XPLAN and focus more on your business, give us a call to discuss your particular needs.
