The best advice is holistic, proactive, relevant and always improving
Blueprint Managed
Fully tailored
No two licensees are the same and every business has a unique style and approach to delivering advice and engagement.
That's why all our Blueprint Managed clients enjoy a fully tailored and customised advice experience...built upon our solid, robust foundation used by practises all over Australia.
Proven framework
Today, more licensees Australia wide rely on Planfocus to manage their XPLAN site. From advice production, automation to support & maintenance. Click here to learn more about our Blueprint advice solutions
We have been supporting advice and technology for more than 25 years.
XPLAN customisation
Let us optimise a unique XPLAN experience that delivers to your advice brand and uses all the features XPLAN has to offer.
Field design, custom screens and menus, custom reports, advice documents, tasks and threads, business process integration.
- Your advice docs into XPLAN
- Templates and wizard design
- Workflow design
- Custom portfolio reporting
Consulting services
As you grow your business and seek new opportunities and discover new approaches to advice, you need the assistance of experts who understand your business as well as the advice system you use.
Want to get more out of XPLAN but not sure how? Sometimes it's a case of not knowing what you don't know. You might need help understanding what's possible or you might have a specific objective that you want to achieve. Planfocus can maximise the efficiency within XPLAN to deliver your service or advice imperative.
Training experiences
We can provide train-the-trainer workshops for office champions, small groups and one on one training.
In addition, we provide web based site walkthroughs and experiences for larger teams.
Our online user guide is always available and updated regularly.
Blueprint included support
We close more issues on first contact !
Technical support - We commit to keeping your advice framework current, accurate and on trend for the life of your subscription to our service.
Monthly checkin - An online monthly meeting held with key stakeholders to ensure that in-flight tasks are being managed and any escalations can be addressed.
Blueprint Hosted
Just log in and go
A comprehensive advice ecosystem incorporating all the features of Blueprint Managed. All on a ready to go XPLAN site.
We take all the hassle out of building and managing your own advice tech stack. All you need to do is log in and get started.
Fast and easy implementation
Blueprint Hosted provides a full featured XPLAN site with advice documents, fact finders, report and agreement templates ready to go. Supported by a highly professional and experienced team of analysts and developers.
Be up and running in moments.
Blueprint Analytics
Unearth the insights in your practice
BP analytics helps you make data-driven decisions, improve operational effectiveness, all while supporting and improving your compliance. By leveraging the full potential of BP Analytics, you can optimise your existing service and identify new opportunities to grow your business and serve clients more effectively.
- Revenue Analytics - Provide the clearest picture of your revenue trends
- Forecasting - Using historical data, our predictive models help you anticipate future trends and enable you to better prepare for potential changes in client dynamics, the economy, legislation and best practice.
- Segmentation - Identify clients by segment and tailor services to best meet their needs
- Predict needs - Spot opportunities for upselling or cross-selling services based on trends in client behaviour or life events (e.g., marriage, retirement).
Create a data driven advice business
Use your data to inform, guide, and optimise every part of your advice business - from client interactions and investment strategies to compliance and performance tracking.
- Deliver personalised, proactive advice
- Improve operational efficiency
- Enhance client acquisition and retention
- Maintain compliance
- Make informed, strategic decisions, and
- Stay competitive in a rapidly evolving market.
- Interactive dashboards
- Time-series graphs
- Pie charts and bar graphs
Blueprint Back Office
Brokerage processing
More expertise + lower cost + things get done faster = You can focus on your core business
Reporting and reconciling revenue is a fulltime job for the inexperienced. Outsource your revenue processing, reconciliation and reporting to Planfocus for a fraction of the cost and get back to helping clients.
Multi system support
Any system + any time = support that grows with your business
Our team is experienced in supporting many revenue processing applications including PayLogic (Morningstar), CommPay, Revex and Fin365. Not sure which vendor suits you best? Give us a call and we can design a service and vendor solution to suit your business.
Data feed admin
Save time + lower cost = More value for your business
Setup, maintenance and support services for all your platform and life insurance data feed needs.
Data cleansing
Always up to date + professional approach + reliable data sets = Better business decisions
Incomplete client data can have an efficiency and reputational impact on your advice. Our data cleansing service enriches and updates your client data enabling better decision making and better advice.
