Three products. One advice lifecycle.
Twenty-five years of running advice technology for self-licensed practices taught us exactly where the gaps are. So we built the tools to close them, one for each stage: producing the advice, presenting it to the client, and understanding the business behind it.
Blueprint: the advice engine room.
A proven framework of advice templates, fact finders, reviews, reports and configurations, deployed into your XPLAN site and tailored to your advice style. Backed by a senior team of analysts and consultants, and supported for the life of your subscription.
- Advice production at least 50% faster than manual methods
- Strategy & education library reviewed three times a year for regulatory currency
- Self-edit interface: change templates without a technician
- Single and multi-brand support from one core content source
- Managed on your own XPLAN site, or hosted and ready to go
AdviceStudio: The advice is brilliant. The meeting should be too.
Upload any advice document and AdviceStudio transforms it into a branded, interactive presentation: clean sections, charts, a navigation drawer and a present-to-client mode. Tidy the wording in a simple editor, then walk your client through it.
- SOA/ROA/RISK/SMSF & more
- No change to your current process
- Rendered in your licensee’s look and feel
- Polished using your voice and focus points
- Condensed & Succinct…just like it was from your desk
Coremetryx: see the business behind the advice.
AI integrated advice analytics across your compliance, client revenue and operational systems. Coremetryx pulls it all together into interactive dashboards delivered on the world’s leading unified intelligence platform, Amazon QuickSight.
- AI-powered: ask questions of your data in plain language
- Reactive drill down capabilities
- Your branding, with each organisation’s data isolated
- Export to Excel or images for board packs and licensee reporting
- Everything you need to understand your business, drive growth, enhance and fine tune your business.
Where to start
Not sure which you need first?
Most practices start with the Health Check. Thirty minutes with a senior consultant, a plain read on where your advice technology is costing you time, and a recommendation, whether or not it involves us.