Three products. One advice lifecycle.
More than a decade 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 and succinct, just as if it came 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 Amazon Quick Sight, AWS’s business intelligence platform.
- AI-powered: ask questions of your data in plain language
- Interactive drill-down into the detail
- Your branding, with each organisation’s data isolated
- Export to Excel or images for board packs and licensee reporting
- Everything you need to understand, grow 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.